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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 | $92,101 | $162,821-43.4% | $133,978-31.3% | $158,982-42.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.22% | 41.95%-38.7pp | 45.10%-41.9pp | 302.99%-299.8pp |
| Employer contribution / active EE | $1,208 | $4,976-75.7% | $3,919-69.2% | $4,763-74.6% |
| Participant deferral / active EE | $6,288 | $5,910+6.4% | $5,047+24.6% | $5,983+5.1% |
| Admin fee / account holder | $22,222 | $11,742+89.3% | $8,930+148.8% | $11,252+97.5% |