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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 | $100,172 | $51,638+94.0% | $68,368+46.5% | $82,448+21.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.03% | 37.53%-25.5pp | 292.57%-280.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,342 | $2,047+14.5% | $2,649-11.6% | $2,551-8.2% |
| Participant deferral / active EE | $4,343 | $2,914+49.1% | $4,123+5.4% | $4,139+4.9% |
| Admin fee / account holder | $2,986 | $4,643-35.7% | $5,150-42.0% | $7,234-58.7% |