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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 | $154,453 | $48,314+219.7% | $67,561+128.6% | $80,925+90.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.96% | 18.28%-7.3pp | 3525.44%-3514.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $6,391 | $2,022+216.1% | $2,735+133.7% | $2,756+131.9% |
| Participant deferral / active EE | $2,739 | $2,927-6.4% | $4,003-31.6% | $4,299-36.3% |
| Admin fee / account holder | $12,752 | $3,690+245.6% | $4,006+218.4% | $6,940+83.8% |