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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 | $175,501 | $99,053+77.2% | $88,179+99.0% | $138,895+26.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 8.79% | 78.17%-69.4pp | 64.97%-56.2pp | 145.39%-136.6pp |
| Employer contribution / active EE | $5,169 | $2,882+79.4% | $2,549+102.8% | $4,194+23.2% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,614-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,189 | $8,748-40.7% | $7,673-32.4% | $12,562-58.7% |