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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 | $184,933 | $108,912+69.8% | $100,383+84.2% | $145,959+26.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.61% | 57.96%-50.4pp | 49.26%-41.7pp | 561.95%-554.3pp |
| Employer contribution / active EE | $1,896 | $4,423-57.1% | $3,944-51.9% | $4,661-59.3% |
| Participant deferral / active EE | $2,280 | $8,451-73.0% | $8,086-71.8% | $6,689-65.9% |
| Admin fee / account holder | $2,642 | $9,690-72.7% | $7,900-66.6% | $13,398-80.3% |