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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 | $92,056 | $61,125+50.6% | $94,057-2.1% | $87,485+5.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 9.97% | 35.20%-25.2pp | 480.62%-470.7pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,040 | $2,136-51.3% | $2,933-64.5% | $2,596-59.9% |
| Participant deferral / active EE | $4,275 | $3,260+31.1% | $4,709-9.2% | $4,2740% |
| Admin fee / account holder | $12,788 | $5,629+127.2% | $7,244+76.5% | $7,775+64.5% |