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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 | $82,684 | $71,197+16.1% | $93,669-11.7% | $80,925+2.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 7.61% | 11.27%-3.7pp | 133.59%-126.0pp | 35.65%-28.0pp |
| Employer contribution / active EE | $4,980 | $1,565+218.3% | $2,424+105.5% | $2,756+80.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,397 | $6,959+63.8% | $8,291+37.5% | $6,940+64.2% |