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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 | $81,835 | $71,215+14.9% | $93,696-12.7% | $80,935+1.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 9.96% | 11.27%-1.3pp | 133.74%-123.8pp | 35.66%-25.7pp |
| Employer contribution / active EE | $3,125 | $1,565+99.7% | $2,422+29.0% | $2,757+13.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $894 | $6,958-87.2% | $8,287-89.2% | $6,924-87.1% |