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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 | $42,579 | $106,905-60.2% | $84,020-49.3% | $152,885-72.1% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 6.89% | 105.00%-98.1pp | 71.31%-64.4pp | 345.39%-338.5pp |
| Employer contribution / active EE | $5,095 | $2,735+86.3% | $1,984+156.9% | $4,763+7.0% |
| Participant deferral / active EE | $1,943 | $4,012-51.6% | $3,239-40.0% | $5,851-66.8% |
| Admin fee / account holder | $781 | $8,287-90.6% | $6,101-87.2% | $11,598-93.3% |