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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 | $90,170 | $48,078+87.6% | $78,676+14.6% | $62,881+43.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -1.20% | 31.36%-32.6pp | 62.19%-63.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $6,741 | $2,015+234.6% | $2,850+136.5% | $2,281+195.5% |
| Participant deferral / active EE | $8,845 | $2,587+241.9% | $3,517+151.5% | $3,203+176.1% |
| Admin fee / account holder | $968 | $3,206-69.8% | $4,510-78.5% | $4,296-77.5% |