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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 | $96,778 | $102,382-5.5% | $147,005-34.2% | $80,874+19.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.17% | 134.89%-124.7pp | 418.76%-408.6pp | 35.62%-25.4pp |
| Employer contribution / active EE | $3,879 | $3,715+4.4% | $4,934-21.4% | $2,756+40.8% |
| Participant deferral / active EE | $14,081 | $6,646+111.9% | $8,070+74.5% | $4,297+227.7% |
| Admin fee / account holder | $2,988 | $7,942-62.4% | $13,006-77.0% | $6,935-56.9% |