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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 | $95,904 | $51,638+85.7% | $68,368+40.3% | $82,448+16.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 8.95% | 37.53%-28.6pp | 292.57%-283.6pp | 41.64%-32.7pp |
| Employer contribution / active EE | $4,437 | $2,047+116.8% | $2,649+67.5% | $2,551+74.0% |
| Participant deferral / active EE | $10,958 | $2,914+276.1% | $4,123+165.8% | $4,139+164.7% |
| Admin fee / account holder | $841 | $4,643-81.9% | $5,150-83.7% | $7,234-88.4% |