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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 | $48,011+67.6% | $63,803+26.1% | $82,637-2.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 8.72% | 19.84%-11.1pp | 543.72%-535.0pp | 53.51%-44.8pp |
| Employer contribution / active EE | $2,624 | $1,904+37.8% | $2,532+3.6% | $2,552+2.8% |
| Participant deferral / active EE | $2,004 | $2,846-29.6% | $3,843-47.8% | $4,126-51.4% |
| Admin fee / account holder | $5,285 | $3,873+36.4% | $5,196+1.7% | $7,339-28.0% |