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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 | $37,262 | $106,923-65.2% | $84,023-55.7% | $152,909-75.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 7.13% | 105.02%-97.9pp | 71.32%-64.2pp | 345.46%-338.3pp |
| Employer contribution / active EE | $2,131 | $2,735-22.1% | $1,984+7.4% | $4,764-55.3% |
| Participant deferral / active EE | $8,333 | $4,013+107.7% | $3,239+157.3% | $5,851+42.4% |
| Admin fee / account holder | $553 | $8,289-93.3% | $6,102-90.9% | $11,601-95.2% |