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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 | $78,690+200.1% | $161,489+46.2% | $87,485+169.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 9.84% | 32.74%-22.9pp | 89.72%-79.9pp | 26.06%-16.2pp |
| Employer contribution / active EE | $2,077 | $2,588-19.8% | $4,268-51.3% | $2,596-20.0% |
| Participant deferral / active EE | $4,308 | $3,311+30.1% | $5,630-23.5% | $4,274+0.8% |
| Admin fee / account holder | $29,955 | $6,724+345.5% | $16,006+87.2% | $7,775+285.3% |