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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 | $96,508-13.4% | $75,901+10.2% | $152,897-45.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 5.46% | 33.99%-28.5pp | 30.76%-25.3pp | 345.43%-340.0pp |
| Employer contribution / active EE | $4,000 | $3,310+20.8% | $2,501+59.9% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $852 | $8,081-89.5% | $5,420-84.3% | $11,599-92.7% |