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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 | $76,407+209.1% | $150,298+57.1% | $82,448+186.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.84% | 39.99%-30.2pp | 62.79%-52.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $2,077 | $2,614-20.5% | $4,154-50.0% | $2,551-18.6% |
| Participant deferral / active EE | $4,308 | $3,214+34.0% | $5,453-21.0% | $4,139+4.1% |
| Admin fee / account holder | $29,955 | $6,352+371.6% | $14,116+112.2% | $7,234+314.1% |