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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 | $85,269 | $84,713+0.7% | $75,717+12.6% | $167,518-49.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 6.92% | 199.49%-192.6pp | 104.58%-97.7pp | 478.71%-471.8pp |
| Employer contribution / active EE | $1,714 | $3,229-46.9% | $2,743-37.5% | $4,838-64.6% |
| Participant deferral / active EE | $3,105 | $4,578-32.2% | $3,821-18.7% | $6,342-51.0% |
| Admin fee / account holder | $8,936 | $5,357+66.8% | $3,619+146.9% | $12,312-27.4% |