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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 | $102,382-17.5% | $147,005-42.6% | $80,874+4.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.58% | 134.89%-124.3pp | 418.76%-408.2pp | 35.62%-25.0pp |
| Employer contribution / active EE | $3,883 | $3,715+4.5% | $4,934-21.3% | $2,756+40.9% |
| Participant deferral / active EE | $3,858 | $6,646-41.9% | $8,070-52.2% | $4,297-10.2% |
| Admin fee / account holder | $1,719 | $7,942-78.4% | $13,006-86.8% | $6,935-75.2% |