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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 | $23,667 | $96,678-75.5% | $86,640-72.7% | $139,466-83.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 6.41% | 106.69%-100.3pp | 592.52%-586.1pp | 373.66%-367.3pp |
| Employer contribution / active EE | $765 | $3,265-76.6% | $3,024-74.7% | $4,754-83.9% |
| Participant deferral / active EE | $4,664 | $4,837-3.6% | $4,438+5.1% | $6,712-30.5% |
| Admin fee / account holder | $10,467 | $6,410+63.3% | $5,616+86.4% | $11,409-8.3% |