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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 | $90,090 | $76,368+18.0% | $67,681+33.1% | $154,746-41.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 7.84% | 1066.77%-1058.9pp | 590.58%-582.7pp | 172.34%-164.5pp |
| Employer contribution / active EE | $1,631 | $3,151-48.2% | $2,678-39.1% | $4,379-62.7% |
| Participant deferral / active EE | $3,539 | $4,824-26.6% | $3,976-11.0% | $6,730-47.4% |
| Admin fee / account holder | $45,292 | $8,559+429.1% | $6,100+642.5% | $14,365+215.3% |