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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 | $234,931 | $174,379+34.7% | $152,093+54.5% | $138,895+69.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.32% | 74.86%-66.5pp | 66.36%-58.0pp | 145.39%-137.1pp |
| Employer contribution / active EE | $2,058 | $4,652-55.8% | $4,175-50.7% | $4,194-50.9% |
| Participant deferral / active EE | $3,775 | $6,159-38.7% | $5,451-30.7% | $6,396-41.0% |
| Admin fee / account holder | $81,721 | $16,880+384.1% | $14,497+463.7% | $12,562+550.5% |