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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 | $120,699 | $50,554+138.8% | $67,681+78.3% | $87,485+38.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.57% | 17.81%-7.2pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $1,281 | $1,988-35.6% | $2,678-52.2% | $2,596-50.6% |
| Participant deferral / active EE | $8,724 | $2,961+194.6% | $3,976+119.4% | $4,274+104.1% |
| Admin fee / account holder | $1,781 | $4,132-56.9% | $6,100-70.8% | $7,775-77.1% |