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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 | $88,819 | $65,395+35.8% | $182,558-51.3% | $72,976+21.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 8.65% | 27.68%-19.0pp | 148.59%-139.9pp | 81.02%-72.4pp |
| Employer contribution / active EE | $4,750 | $1,911+148.5% | $4,076+16.5% | $2,440+94.7% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,383 | $4,245+26.8% | $8,594-37.4% | $5,124+5.1% |