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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 | $141,695 | $96,524+46.8% | $75,900+86.7% | $152,909-7.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 5.63% | 33.93%-28.3pp | 30.73%-25.1pp | 345.46%-339.8pp |
| Employer contribution / active EE | $8,686 | $3,311+162.4% | $2,501+247.3% | $4,764+82.3% |
| Participant deferral / active EE | $14,000 | $4,554+207.4% | $3,604+288.5% | $5,851+139.3% |
| Admin fee / account holder | $1,670 | $8,082-79.3% | $5,421-69.2% | $11,601-85.6% |