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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 | $77,184 | $63,346+21.8% | $92,240-16.3% | $70,126+10.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.89% | 530.19%-522.3pp | 176.29%-168.4pp | 73.15%-65.3pp |
| Employer contribution / active EE | $2,344 | $2,471-5.2% | $3,680-36.3% | $2,343+0.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,079 | $3,841+6.2% | $5,194-21.5% | $4,645-12.2% |