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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 | $52,353+46.5% | $120,225-36.2% | $82,448-7.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 7.30% | 61.85%-54.6pp | 439.23%-431.9pp | 41.64%-34.3pp |
| Employer contribution / active EE | $3,754 | $1,510+148.6% | $3,475+8.0% | $2,551+47.1% |
| Participant deferral / active EE | $4,405 | $2,627+67.7% | $3,999+10.2% | $4,139+6.4% |
| Admin fee / account holder | $3,142 | $4,363-28.0% | $5,696-44.8% | $7,234-56.6% |