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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 | $233,729 | $91,559+155.3% | $133,959+74.5% | $79,858+192.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.02% | 61.85%-55.8pp | 45.09%-39.1pp | 31.72%-25.7pp |
| Employer contribution / active EE | $6,897 | $2,384+189.3% | $3,919+76.0% | $2,471+179.1% |
| Participant deferral / active EE | $2,941 | $3,734-21.2% | $5,047-41.7% | $3,740-21.4% |
| Admin fee / account holder | $2,049 | $6,321-67.6% | $8,928-77.1% | $5,306-61.4% |