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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 | $139,896 | $85,171+64.3% | $172,753-19.0% | $72,976+91.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.17% | 27.32%-15.2pp | 803.00%-790.8pp | 81.02%-68.8pp |
| Employer contribution / active EE | $8,573 | $3,324+157.9% | $5,144+66.7% | $2,440+251.4% |
| Participant deferral / active EE | $3,531 | $3,260+8.3% | $5,198-32.1% | $3,608-2.1% |
| Admin fee / account holder | $4,297 | $5,880-26.9% | $13,956-69.2% | $5,124-16.1% |