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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 | $36,003 | $100,139-64.0% | $85,187-57.7% | $145,884-75.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.04% | 84.15%-77.1pp | 66.67%-59.6pp | 551.85%-544.8pp |
| Employer contribution / active EE | $7,558 | $3,238+133.4% | $2,732+176.6% | $4,662+62.1% |
| Participant deferral / active EE | $8,038 | $5,296+51.8% | $4,525+77.6% | $6,690+20.1% |
| Admin fee / account holder | $313 | $7,262-95.7% | $6,162-94.9% | $13,392-97.7% |