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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 | $96,521 | $107,941-10.6% | $91,994+4.9% | $152,909-36.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 12.83% | 89.28%-76.4pp | 69.04%-56.2pp | 345.46%-332.6pp |
| Employer contribution / active EE | $3,144 | $4,212-25.3% | $3,453-8.9% | $4,764-34.0% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,044 | $10,521-71.1% | $7,744-60.7% | $11,601-73.8% |