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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 | $85,457 | $87,059-1.8% | $105,608-19.1% | $80,925+5.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 6.49% | 17.05%-10.6pp | 116.50%-110.0pp | 35.65%-29.2pp |
| Employer contribution / active EE | $7,763 | $2,396+223.9% | $3,167+145.1% | $2,756+181.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $35,522 | $8,443+320.7% | $11,028+222.1% | $6,940+411.8% |