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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 | $15,043 | $70,121-78.5% | $63,803-76.4% | $138,895-89.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 6.82% | 946.48%-939.7pp | 543.72%-536.9pp | 145.39%-138.6pp |
| Employer contribution / active EE | $1,531 | $2,882-46.9% | $2,532-39.5% | $4,194-63.5% |
| Participant deferral / active EE | $3,102 | $4,535-31.6% | $3,843-19.3% | $6,396-51.5% |
| Admin fee / account holder | $9,936 | $6,738+47.5% | $5,196+91.2% | $12,562-20.9% |