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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 | $107,655 | $111,830-3.7% | $93,696+14.9% | $145,884-26.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.92% | 204.08%-197.2pp | 133.74%-126.8pp | 551.85%-544.9pp |
| Employer contribution / active EE | $636 | $3,093-79.4% | $2,422-73.7% | $4,662-86.4% |
| Participant deferral / active EE | $5,661 | $4,920+15.1% | $4,417+28.2% | $6,690-15.4% |
| Admin fee / account holder | $9,260 | $10,249-9.6% | $8,287+11.7% | $13,392-30.9% |