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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 | $235,252 | $117,895+99.5% | $102,460+129.6% | $145,897+61.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.45% | 31.92%-26.5pp | 29.47%-24.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $2,500 | $3,619-30.9% | $3,025-17.4% | $4,663-46.4% |
| Participant deferral / active EE | $8,727 | $5,736+52.1% | $5,056+72.6% | $6,689+30.5% |
| Admin fee / account holder | $93,419 | $13,353+599.6% | $9,460+887.5% | $13,390+597.7% |