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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 | $172,138 | $100,938+70.5% | $90,461+90.3% | $158,982+8.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.49% | 1727.20%-1725.7pp | 1294.76%-1293.3pp | 302.99%-301.5pp |
| Employer contribution / active EE | $2,254 | $3,691-38.9% | $3,264-31.0% | $4,763-52.7% |
| Participant deferral / active EE | $14,026 | $4,350+222.5% | $3,964+253.8% | $5,983+134.4% |
| Admin fee / account holder | $1,310 | $6,510-79.9% | $5,617-76.7% | $11,252-88.4% |