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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 | $166,166 | $81,331+104.3% | $155,534+6.8% | $80,935+105.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 8.26% | 33.37%-25.1pp | 64.92%-56.7pp | 35.66%-27.4pp |
| Employer contribution / active EE | $3,815 | $3,105+22.9% | $4,675-18.4% | $2,757+38.4% |
| Participant deferral / active EE | $2,330 | $3,454-32.6% | $5,630-58.6% | $4,299-45.8% |
| Admin fee / account holder | $1,783 | $7,999-77.7% | $15,900-88.8% | $6,924-74.2% |