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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 | $138,692 | $102,429+35.4% | $147,096-5.7% | $80,925+71.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.68% | 135.02%-125.3pp | 419.75%-410.1pp | 35.65%-26.0pp |
| Employer contribution / active EE | $4,414 | $3,716+18.8% | $4,936-10.6% | $2,756+60.2% |
| Participant deferral / active EE | $7,378 | $6,649+11.0% | $8,071-8.6% | $4,299+71.6% |
| Admin fee / account holder | $1,546 | $7,957-80.6% | $13,005-88.1% | $6,940-77.7% |