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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 | $134,318 | $97,125+38.3% | $86,233+55.8% | $137,256-2.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 4.04% | 74.19%-70.1pp | 61.39%-57.3pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,519 | $2,841-46.5% | $2,504-39.4% | $4,156-63.5% |
| Participant deferral / active EE | $7,668 | $5,180+48.0% | $4,559+68.2% | $6,407+19.7% |
| Admin fee / account holder | $24,815 | $9,725+155.2% | $8,342+197.5% | $12,270+102.2% |