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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 | $118,205 | $78,707+50.2% | $117,861+0.3% | $70,126+68.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 9.09% | 23.30%-14.2pp | 335.11%-326.0pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,966 | $2,223-11.6% | $3,786-48.1% | $2,343-16.1% |
| Participant deferral / active EE | $2,591 | $3,297-21.4% | $4,482-42.2% | $3,332-22.2% |
| Admin fee / account holder | $3,147 | $5,066-37.9% | $8,021-60.8% | $4,645-32.3% |