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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 | $223,164 | $77,908+186.4% | $149,696+49.1% | $75,173+196.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.41% | 31.73%-21.3pp | 134.46%-124.0pp | 160.72%-150.3pp |
| Employer contribution / active EE | $2,172 | $3,138-30.8% | $4,821-54.9% | $2,671-18.7% |
| Participant deferral / active EE | $3,864 | $3,411+13.3% | $5,682-32.0% | $4,126-6.4% |
| Admin fee / account holder | $15,304 | $5,950+157.2% | $13,212+15.8% | $5,651+170.8% |