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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 | $162,816 | $115,796+40.6% | $101,264+60.8% | $158,950+2.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.10% | 56.15%-53.1pp | 46.48%-43.4pp | 302.91%-299.8pp |
| Employer contribution / active EE | $21,672 | $4,175+419.1% | $3,660+492.2% | $4,762+355.1% |
| Participant deferral / active EE | $3,962 | $4,958-20.1% | $4,370-9.3% | $5,983-33.8% |
| Admin fee / account holder | $514 | $7,247-92.9% | $5,947-91.4% | $11,248-95.4% |