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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 | $146,737 | $51,638+184.2% | $68,368+114.6% | $82,448+78.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.70% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,992 | $2,047+95.1% | $2,649+50.7% | $2,551+56.5% |
| Participant deferral / active EE | $5,689 | $2,914+95.3% | $4,123+38.0% | $4,139+37.4% |
| Admin fee / account holder | $14,616 | $4,643+214.8% | $5,150+183.8% | $7,234+102.0% |