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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 | $80,486 | $47,479+69.5% | $62,929+27.9% | $82,448-2.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.72% | 20.34%-11.6pp | 1063.93%-1055.2pp | 41.64%-32.9pp |
| Employer contribution / active EE | $2,624 | $1,885+39.2% | $2,505+4.8% | $2,551+2.9% |
| Participant deferral / active EE | $2,004 | $2,870-30.2% | $3,888-48.4% | $4,139-51.6% |
| Admin fee / account holder | $5,285 | $3,804+38.9% | $5,065+4.4% | $7,234-26.9% |