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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 | $39,830 | $109,904-63.8% | $97,167-59.0% | $145,959-72.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.03% | 243.43%-236.4pp | 75.27%-68.2pp | 561.95%-554.9pp |
| Employer contribution / active EE | $2,264 | $3,084-26.6% | $2,729-17.1% | $4,661-51.4% |
| Participant deferral / active EE | $8,913 | $4,676+90.6% | $4,264+109.0% | $6,689+33.3% |
| Admin fee / account holder | $467 | $6,216-92.5% | $5,650-91.7% | $13,398-96.5% |