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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 | $71,215+16.1% | $93,696-11.8% | $80,935+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 | 133.74%-126.1pp | 35.66%-28.0pp |
| Employer contribution / active EE | $4,980 | $1,565+218.2% | $2,422+105.6% | $2,757+80.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,397 | $6,958+63.8% | $8,287+37.5% | $6,924+64.6% |