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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 | $66,774 | $116,203-42.5% | $93,621-28.7% | $152,897-56.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 7.17% | 35.96%-28.8pp | 32.76%-25.6pp | 345.43%-338.3pp |
| Employer contribution / active EE | $8,750 | $3,219+171.8% | $2,719+221.8% | $4,764+83.7% |
| Participant deferral / active EE | $10,631 | $4,605+130.9% | $4,070+161.2% | $5,851+81.7% |
| Admin fee / account holder | $1,593 | $10,751-85.2% | $7,890-79.8% | $11,599-86.3% |