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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 | $116,175+71.2% | $93,609+112.5% | $152,870+30.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 8.37% | 35.96%-27.6pp | 32.76%-24.4pp | 345.34%-337.0pp |
| Employer contribution / active EE | $10,674 | $3,218+231.7% | $2,718+292.7% | $4,763+124.1% |
| Participant deferral / active EE | $5,387 | $4,603+17.0% | $4,069+32.4% | $5,850-7.9% |
| Admin fee / account holder | $6,819 | $10,748-36.6% | $7,889-13.6% | $11,597-41.2% |