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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 | $123,975 | $46,599+166.0% | $64,101+93.4% | $75,173+64.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.99% | 26.06%-17.1pp | 33.72%-24.7pp | 160.72%-151.7pp |
| Employer contribution / active EE | $3,861 | $1,975+95.5% | $2,749+40.5% | $2,671+44.6% |
| Participant deferral / active EE | $5,231 | $2,837+84.4% | $3,881+34.8% | $4,126+26.8% |
| Admin fee / account holder | $2,267 | $2,956-23.3% | $3,070-26.2% | $5,651-59.9% |