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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 | $86,877 | $108,942-20.3% | $100,415-13.5% | $145,897-40.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.93% | 58.27%-48.3pp | 49.47%-39.5pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,157 | $4,422-51.2% | $3,943-45.3% | $4,663-53.7% |
| Participant deferral / active EE | $5,107 | $8,461-39.6% | $8,091-36.9% | $6,689-23.7% |
| Admin fee / account holder | $841 | $9,702-91.3% | $7,906-89.4% | $13,390-93.7% |