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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 | $76,698 | $56,431+35.9% | $130,788-41.4% | $87,485-12.3% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 7.30% | 91.27%-84.0pp | 386.44%-379.1pp | 26.06%-18.8pp |
| Employer contribution / active EE | $3,754 | $1,549+142.3% | $3,558+5.5% | $2,596+44.6% |
| Participant deferral / active EE | $4,405 | $2,749+60.2% | $4,137+6.5% | $4,274+3.1% |
| Admin fee / account holder | $3,142 | $4,433-29.1% | $6,673-52.9% | $7,775-59.6% |