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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 | $198,941 | $116,203+71.2% | $93,621+112.5% | $152,909+30.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 8.37% | 35.96%-27.6pp | 32.76%-24.4pp | 345.46%-337.1pp |
| Employer contribution / active EE | $10,674 | $3,219+231.6% | $2,719+292.6% | $4,764+124.1% |
| Participant deferral / active EE | $5,387 | $4,605+17.0% | $4,070+32.4% | $5,851-7.9% |
| Admin fee / account holder | $6,819 | $10,751-36.6% | $7,890-13.6% | $11,601-41.2% |