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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 | $110,433 | $70,121+57.5% | $63,803+73.1% | $138,895-20.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 6.88% | 946.48%-939.6pp | 543.72%-536.8pp | 145.39%-138.5pp |
| Employer contribution / active EE | $858 | $2,882-70.2% | $2,532-66.1% | $4,194-79.5% |
| Participant deferral / active EE | $2,543 | $4,535-43.9% | $3,843-33.8% | $6,396-60.2% |
| Admin fee / account holder | $2,979 | $6,738-55.8% | $5,196-42.7% | $12,562-76.3% |