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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 | $134,515 | $48,011+180.2% | $63,803+110.8% | $82,637+62.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 9.96% | 19.84%-9.9pp | 543.72%-533.8pp | 53.51%-43.5pp |
| Employer contribution / active EE | $1,664 | $1,904-12.6% | $2,532-34.3% | $2,552-34.8% |
| Participant deferral / active EE | $3,001 | $2,846+5.4% | $3,843-21.9% | $4,126-27.3% |
| Admin fee / account holder | $6,262 | $3,873+61.7% | $5,196+20.5% | $7,339-14.7% |