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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 | $166,702 | $48,327+244.9% | $67,575+146.7% | $80,935+106.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 9.62% | 18.31%-8.7pp | 3528.98%-3519.4pp | 35.66%-26.0pp |
| Employer contribution / active EE | $4,122 | $2,022+103.8% | $2,736+50.7% | $2,757+49.5% |
| Participant deferral / active EE | $4,615 | $2,927+57.6% | $4,003+15.3% | $4,299+7.3% |
| Admin fee / account holder | $3,790 | $3,692+2.7% | $3,993-5.1% | $6,924-45.3% |