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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 | $116,190-42.5% | $93,614-28.7% | $152,885-56.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 7.17% | 35.96%-28.8pp | 32.76%-25.6pp | 345.39%-338.2pp |
| Employer contribution / active EE | $8,750 | $3,219+171.9% | $2,718+221.9% | $4,763+83.7% |
| Participant deferral / active EE | $10,631 | $4,604+130.9% | $4,069+161.2% | $5,851+81.7% |
| Admin fee / account holder | $1,593 | $10,749-85.2% | $7,889-79.8% | $11,598-86.3% |