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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 | $64,805 | $52,353+23.8% | $120,225-46.1% | $82,448-21.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.34% | 61.85%-49.5pp | 439.23%-426.9pp | 41.64%-29.3pp |
| Employer contribution / active EE | $6,227 | $1,510+312.4% | $3,475+79.2% | $2,551+144.1% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,762 | $4,363-36.7% | $5,696-51.5% | $7,234-61.8% |