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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 | $207,074 | $82,028+152.4% | $123,105+68.2% | $59,633+247.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -5.88% | 5.12%-11.0pp | 13.22%-19.1pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $7,503 | $3,297+127.6% | $5,151+45.7% | $2,203+240.7% |
| Participant deferral / active EE | $5,887 | $4,667+26.2% | $6,229-5.5% | $3,192+84.5% |
| Admin fee / account holder | $12,087 | $5,879+105.6% | $9,014+34.1% | $4,297+181.3% |