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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 | $101,600 | $48,364+110.1% | $71,796+41.5% | $62,881+61.6% |
| Participation rate | 90.0% | 60.6%+29.4pp | 69.1%+20.9pp | 69.3%+20.7pp |
| Annual return | -1.02% | 13.16%-14.2pp | 78.04%-79.1pp | 20.14%-21.2pp |
| Employer contribution / active EE | $3,247 | $1,042+211.6% | $1,924+68.7% | $2,281+42.3% |
| Participant deferral / active EE | $7,428 | $2,091+255.2% | $2,794+165.8% | $3,203+131.9% |
| Admin fee / account holder | $7,172 | $3,771+90.2% | $4,815+49.0% | $4,296+67.0% |