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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 | $169,882 | $70,366+141.4% | $66,674+154.8% | $138,895+22.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.75% | 386.41%-375.7pp | 321.24%-310.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,843 | $2,765-33.4% | $2,620-29.7% | $4,194-56.1% |
| Participant deferral / active EE | $1,731 | $4,374-60.4% | $4,084-57.6% | $6,396-72.9% |
| Admin fee / account holder | $9,255 | $5,262+75.9% | $5,098+81.5% | $12,562-26.3% |