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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 | $108,511 | $70,366+54.2% | $66,674+62.7% | $138,895-21.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.07% | 386.41%-373.3pp | 321.24%-308.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,725 | $2,765-37.6% | $2,620-34.2% | $4,194-58.9% |
| Participant deferral / active EE | $10,448 | $4,374+138.9% | $4,084+155.8% | $6,396+63.3% |
| Admin fee / account holder | $820 | $5,262-84.4% | $5,098-83.9% | $12,562-93.5% |