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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 | $232,948 | $106,267+119.2% | $96,520+141.3% | $139,456+67.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.61% | 38.45%-32.8pp | 35.72%-30.1pp | 373.45%-367.8pp |
| Employer contribution / active EE | $1,738 | $4,105-57.7% | $3,739-53.5% | $4,753-63.4% |
| Participant deferral / active EE | $20,592 | $5,454+277.5% | $4,879+322.1% | $6,711+206.8% |
| Admin fee / account holder | $33,333 | $7,882+322.9% | $6,733+395.1% | $11,407+192.2% |