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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 | $118,742 | $84,741+40.1% | $75,731+56.8% | $167,553-29.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 8.06% | 199.72%-191.7pp | 104.65%-96.6pp | 478.89%-470.8pp |
| Employer contribution / active EE | $1,762 | $3,230-45.5% | $2,743-35.8% | $4,840-63.6% |
| Participant deferral / active EE | $1,762 | $4,577-61.5% | $3,820-53.9% | $6,343-72.2% |
| Admin fee / account holder | $402 | $5,361-92.5% | $3,620-88.9% | $12,316-96.7% |