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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 | $90,036 | $102,429-12.1% | $147,096-38.8% | $80,925+11.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.60% | 135.02%-123.4pp | 419.75%-408.1pp | 35.65%-24.0pp |
| Employer contribution / active EE | $7,029 | $3,716+89.2% | $4,936+42.4% | $2,756+155.0% |
| Participant deferral / active EE | $8,956 | $6,649+34.7% | $8,071+11.0% | $4,299+108.3% |
| Admin fee / account holder | $1,680 | $7,957-78.9% | $13,005-87.1% | $6,940-75.8% |