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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 | $104,531 | $51,184+104.2% | $66,439+57.3% | $86,983+20.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 9.95% | 17.07%-7.1pp | 757.66%-747.7pp | 25.83%-15.9pp |
| Employer contribution / active EE | $3,130 | $2,023+54.7% | $2,637+18.7% | $2,584+21.1% |
| Participant deferral / active EE | $3,232 | $2,927+10.4% | $3,876-16.6% | $4,194-22.9% |
| Admin fee / account holder | $1,471 | $4,154-64.6% | $6,173-76.2% | $7,856-81.3% |