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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 | $186,920 | $48,327+286.8% | $67,575+176.6% | $80,935+130.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.77% | 18.31%-7.5pp | 3528.98%-3518.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $864 | $2,022-57.3% | $2,736-68.4% | $2,757-68.6% |
| Participant deferral / active EE | $10,322 | $2,927+252.6% | $4,003+157.8% | $4,299+140.1% |
| Admin fee / account holder | $20,451 | $3,692+453.9% | $3,993+412.2% | $6,924+195.3% |