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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 | $139,043 | $152,612-8.9% | $125,192+11.1% | $152,897-9.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 4.89% | 54.85%-50.0pp | 43.79%-38.9pp | 345.43%-340.5pp |
| Employer contribution / active EE | $3,616 | $4,947-26.9% | $3,866-6.5% | $4,764-24.1% |
| Participant deferral / active EE | $8,258 | $5,868+40.7% | $4,937+67.2% | $5,851+41.1% |
| Admin fee / account holder | $820 | $13,437-93.9% | $9,704-91.6% | $11,599-92.9% |