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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,618 | $96,491-13.3% | $75,894+10.2% | $152,885-45.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 5.46% | 33.98%-28.5pp | 30.76%-25.3pp | 345.39%-339.9pp |
| Employer contribution / active EE | $4,000 | $3,310+20.9% | $2,501+60.0% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $852 | $8,079-89.5% | $5,420-84.3% | $11,598-92.7% |