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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 | $189,581 | $118,488+60.0% | $98,462+92.5% | $139,487+35.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 3.21% | 18.96%-15.8pp | 21.17%-18.0pp | 373.84%-370.6pp |
| Employer contribution / active EE | $9,648 | $3,611+167.2% | $3,049+216.5% | $4,755+102.9% |
| Participant deferral / active EE | $4,249 | $5,393-21.2% | $4,738-10.3% | $6,713-36.7% |
| Admin fee / account holder | $1,267 | $13,868-90.9% | $8,875-85.7% | $11,407-88.9% |