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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 | $116,610 | $85,171+36.9% | $172,753-32.5% | $72,976+59.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.40% | 27.32%-19.9pp | 803.00%-795.6pp | 81.02%-73.6pp |
| Employer contribution / active EE | $4,584 | $3,324+37.9% | $5,144-10.9% | $2,440+87.8% |
| Participant deferral / active EE | $3,961 | $3,260+21.5% | $5,198-23.8% | $3,608+9.8% |
| Admin fee / account holder | $8,535 | $5,880+45.1% | $13,956-38.8% | $5,124+66.6% |