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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 | $80,842 | $70,666+14.4% | $169,385-52.3% | $75,181+7.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 11.99% | 36.37%-24.4pp | 405.82%-393.8pp | 160.69%-148.7pp |
| Employer contribution / active EE | $9,493 | $2,210+329.5% | $4,012+136.6% | $2,671+255.5% |
| Participant deferral / active EE | $0 | $4,308-100.0% | $6,221-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,696 | $5,402-68.6% | $9,011-81.2% | $5,650-70.0% |