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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 | $154,495 | $48,314+219.8% | $67,561+128.7% | $80,925+90.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.96% | 18.28%-8.3pp | 3525.44%-3515.5pp | 35.65%-25.7pp |
| Employer contribution / active EE | $5,180 | $2,022+156.2% | $2,735+89.4% | $2,756+88.0% |
| Participant deferral / active EE | $829 | $2,927-71.7% | $4,003-79.3% | $4,299-80.7% |
| Admin fee / account holder | $8,796 | $3,690+138.4% | $4,006+119.6% | $6,940+26.7% |