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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 | $187,273 | $88,672+111.2% | $105,223+78.0% | $82,448+127.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.27% | 30.86%-20.6pp | 180.65%-170.4pp | 41.64%-31.4pp |
| Employer contribution / active EE | $2,459 | $3,048-19.3% | $3,689-33.3% | $2,551-3.6% |
| Participant deferral / active EE | $3,214 | $4,036-20.4% | $5,072-36.6% | $4,139-22.4% |
| Admin fee / account holder | $6,816 | $7,146-4.6% | $8,859-23.1% | $7,234-5.8% |