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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 | $83,394 | $47,479+75.6% | $62,929+32.5% | $82,448+1.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.67% | 20.34%-10.7pp | 1063.93%-1054.3pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,164 | $1,885+14.8% | $2,505-13.6% | $2,551-15.2% |
| Participant deferral / active EE | $3,093 | $2,870+7.8% | $3,888-20.4% | $4,139-25.3% |
| Admin fee / account holder | $5,308 | $3,804+39.6% | $5,065+4.8% | $7,234-26.6% |