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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 | $84,454 | $102,422-17.5% | $147,117-42.6% | $80,959+4.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.58% | 135.16%-124.6pp | 420.54%-410.0pp | 35.67%-25.1pp |
| Employer contribution / active EE | $3,883 | $3,717+4.5% | $4,932-21.3% | $2,757+40.8% |
| Participant deferral / active EE | $3,858 | $6,652-42.0% | $8,065-52.2% | $4,300-10.3% |
| Admin fee / account holder | $1,719 | $7,953-78.4% | $12,993-86.8% | $6,925-75.2% |