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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 | $97,179 | $102,429-5.1% | $147,096-33.9% | $80,925+20.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.30% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,967 | $3,716+6.8% | $4,936-19.6% | $2,756+43.9% |
| Participant deferral / active EE | $6,196 | $6,649-6.8% | $8,071-23.2% | $4,299+44.1% |
| Admin fee / account holder | $22,314 | $7,957+180.4% | $13,005+71.6% | $6,940+221.5% |