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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 | $190,779 | $99,652+91.4% | $78,778+142.2% | $147,586+29.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 6.15% | 47.28%-41.1pp | 35.62%-29.5pp | 578.59%-572.4pp |
| Employer contribution / active EE | $2,083 | $2,796-25.5% | $1,986+4.9% | $4,876-57.3% |
| Participant deferral / active EE | $1,609 | $3,664-56.1% | $2,958-45.6% | $5,439-70.4% |
| Admin fee / account holder | $8,680 | $7,155+21.3% | $5,134+69.1% | $10,886-20.3% |