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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 | $249,804 | $108,942+129.3% | $100,415+148.8% | $145,897+71.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 6.08% | 58.27%-52.2pp | 49.47%-43.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,857 | $4,422-58.0% | $3,943-52.9% | $4,663-60.2% |
| Participant deferral / active EE | $11,250 | $8,461+33.0% | $8,091+39.0% | $6,689+68.2% |
| Admin fee / account holder | $2,309 | $9,702-76.2% | $7,906-70.8% | $13,390-82.8% |