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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 | $83,055 | $72,071+15.2% | $68,368+21.5% | $137,256-39.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.21% | 353.14%-340.9pp | 292.57%-280.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $7,120 | $2,788+155.4% | $2,649+168.8% | $4,156+71.3% |
| Participant deferral / active EE | $3,089 | $4,410-30.0% | $4,123-25.1% | $6,407-51.8% |
| Admin fee / account holder | $1,898 | $5,336-64.4% | $5,150-63.2% | $12,270-84.5% |