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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 | $135,730 | $102,393+32.6% | $147,041-7.7% | $80,911+67.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.91% | 134.95%-125.0pp | 419.21%-409.3pp | 35.63%-25.7pp |
| Employer contribution / active EE | $2,688 | $3,715-27.7% | $4,935-45.5% | $2,756-2.5% |
| Participant deferral / active EE | $7,550 | $6,647+13.6% | $8,071-6.4% | $4,297+75.7% |
| Admin fee / account holder | $4,694 | $7,943-40.9% | $13,006-63.9% | $6,935-32.3% |