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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 | $9,994 | $114,013-91.2% | $103,693-90.4% | $155,188-93.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.00% | 49.31%-42.3pp | 47.61%-40.6pp | 148.84%-141.8pp |
| Employer contribution / active EE | $4,080 | $3,131+30.3% | $2,920+39.7% | $4,248-3.9% |
| Participant deferral / active EE | $7,846 | $4,970+57.9% | $4,579+71.3% | $6,531+20.1% |
| Admin fee / account holder | $51,038 | $8,407+507.1% | $7,858+549.5% | $14,480+252.5% |