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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 | $131,799 | $77,416+70.2% | $69,464+89.7% | $152,897-13.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.29% | 39.08%-34.8pp | 28.98%-24.7pp | 345.43%-341.1pp |
| Employer contribution / active EE | $9,970 | $3,315+200.8% | $2,779+258.7% | $4,764+109.3% |
| Participant deferral / active EE | $5,415 | $4,413+22.7% | $3,536+53.1% | $5,851-7.5% |
| Admin fee / account holder | $50,096 | $6,208+707.0% | $3,840+1204.5% | $11,599+331.9% |