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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 | $190,684 | $85,171+123.9% | $172,753+10.4% | $72,976+161.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.91% | 27.32%-20.4pp | 803.00%-796.1pp | 81.02%-74.1pp |
| Employer contribution / active EE | $2,100 | $3,324-36.8% | $5,144-59.2% | $2,440-13.9% |
| Participant deferral / active EE | $2,957 | $3,260-9.3% | $5,198-43.1% | $3,608-18.0% |
| Admin fee / account holder | $6,913 | $5,880+17.6% | $13,956-50.5% | $5,124+34.9% |