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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 | $102,592 | $88,672+15.7% | $105,223-2.5% | $82,448+24.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 8.93% | 30.86%-21.9pp | 180.65%-171.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $7,006 | $3,048+129.9% | $3,689+89.9% | $2,551+174.6% |
| Participant deferral / active EE | $4,098 | $4,036+1.5% | $5,072-19.2% | $4,139-1.0% |
| Admin fee / account holder | $2,709 | $7,146-62.1% | $8,859-69.4% | $7,234-62.5% |