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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 | $174,103 | $75,541+130.5% | $152,093+14.5% | $82,637+110.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.28% | 32.56%-20.3pp | 66.36%-54.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $5,000 | $2,622+90.7% | $4,175+19.8% | $2,552+95.9% |
| Participant deferral / active EE | $4,156 | $3,206+29.7% | $5,451-23.8% | $4,126+0.7% |
| Admin fee / account holder | $12,753 | $6,405+99.1% | $14,497-12.0% | $7,339+73.8% |