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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 | $108,539 | $106,894+1.5% | $84,016+29.2% | $152,870-29.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 3.41% | 104.99%-101.6pp | 71.31%-67.9pp | 345.34%-341.9pp |
| Employer contribution / active EE | $5,000 | $2,734+82.9% | $1,983+152.1% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,752 | $8,286-78.9% | $6,101-71.3% | $11,597-84.9% |