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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 | $78,044 | $48,327+61.5% | $67,575+15.5% | $80,935-3.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.49% | 18.31%-7.8pp | 3528.98%-3518.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $3,065 | $2,022+51.6% | $2,736+12.0% | $2,757+11.2% |
| Participant deferral / active EE | $3,962 | $2,927+35.3% | $4,003-1.0% | $4,299-7.9% |
| Admin fee / account holder | $13,921 | $3,692+277.0% | $3,993+248.6% | $6,924+101.0% |