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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 | $47,479+154.2% | $62,929+91.8% | $82,448+46.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.57% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,281 | $1,885-32.0% | $2,505-48.8% | $2,551-49.8% |
| Participant deferral / active EE | $8,724 | $2,870+203.9% | $3,888+124.4% | $4,139+110.8% |
| Admin fee / account holder | $1,781 | $3,804-53.2% | $5,065-64.8% | $7,234-75.4% |