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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 | $13,338 | $72,071-81.5% | $68,368-80.5% | $137,256-90.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.85% | 353.14%-345.3pp | 292.57%-284.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $2,553 | $2,788-8.4% | $2,649-3.6% | $4,156-38.6% |
| Participant deferral / active EE | $7,432 | $4,410+68.5% | $4,123+80.3% | $6,407+16.0% |
| Admin fee / account holder | $9,547 | $5,336+78.9% | $5,150+85.4% | $12,270-22.2% |