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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 | $48,337+219.6% | $67,560+128.7% | $80,959+90.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.96% | 18.26%-8.3pp | 3533.50%-3523.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $5,180 | $2,023+156.1% | $2,737+89.3% | $2,757+87.9% |
| Participant deferral / active EE | $829 | $2,928-71.7% | $4,004-79.3% | $4,300-80.7% |
| Admin fee / account holder | $8,796 | $3,695+138.0% | $3,994+120.2% | $6,925+27.0% |