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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 | $111,830 | $70,684+58.2% | $169,397-34.0% | $75,177+48.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 11.56% | 36.38%-24.8pp | 406.23%-394.7pp | 160.75%-149.2pp |
| Employer contribution / active EE | $2,599 | $2,211+17.6% | $4,013-35.2% | $2,671-2.7% |
| Participant deferral / active EE | $5,049 | $4,310+17.1% | $6,223-18.9% | $4,126+22.4% |
| Admin fee / account holder | $9,393 | $5,404+73.8% | $9,017+4.2% | $5,651+66.2% |