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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 | $170,786 | $124,346+37.3% | $111,308+53.4% | $167,536+1.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.17% | 37.45%-30.3pp | 54.67%-47.5pp | 478.82%-471.6pp |
| Employer contribution / active EE | $1,722 | $3,437-49.9% | $2,732-37.0% | $4,839-64.4% |
| Participant deferral / active EE | $5,044 | $5,182-2.6% | $4,487+12.4% | $6,342-20.5% |
| Admin fee / account holder | $730 | $10,621-93.1% | $7,965-90.8% | $12,315-94.1% |