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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 | $236,157 | $77,814+203.5% | $158,223+49.3% | $86,983+171.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 9.84% | 30.54%-20.7pp | 52.09%-42.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $2,077 | $2,592-19.9% | $4,109-49.5% | $2,584-19.6% |
| Participant deferral / active EE | $4,308 | $3,270+31.8% | $5,467-21.2% | $4,194+2.7% |
| Admin fee / account holder | $29,955 | $5,879+409.5% | $16,047+86.7% | $7,856+281.3% |