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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 | $61,125+63.9% | $94,057+6.5% | $87,485+14.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 12.03% | 35.20%-23.2pp | 480.62%-468.6pp | 26.06%-14.0pp |
| Employer contribution / active EE | $2,342 | $2,136+9.6% | $2,933-20.1% | $2,596-9.8% |
| Participant deferral / active EE | $4,343 | $3,260+33.2% | $4,709-7.8% | $4,274+1.6% |
| Admin fee / account holder | $2,986 | $5,629-46.9% | $7,244-58.8% | $7,775-61.6% |