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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 | $158,439 | $101,618+55.9% | $93,063+70.2% | $137,256+15.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 8.55% | 223.95%-215.4pp | 34.15%-25.6pp | 220.34%-211.8pp |
| Employer contribution / active EE | $660 | $2,707-75.6% | $2,476-73.3% | $4,156-84.1% |
| Participant deferral / active EE | $7,179 | $4,279+67.8% | $3,958+81.4% | $6,407+12.1% |
| Admin fee / account holder | $9,070 | $6,198+46.3% | $6,033+50.3% | $12,270-26.1% |