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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 | $208,924 | $111,535+87.3% | $105,223+98.6% | $137,256+52.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 2.90% | 237.85%-235.0pp | 180.65%-177.8pp | 220.34%-217.4pp |
| Employer contribution / active EE | $2,207 | $3,939-44.0% | $3,689-40.2% | $4,156-46.9% |
| Participant deferral / active EE | $6,002 | $5,500+9.1% | $5,072+18.4% | $6,407-6.3% |
| Admin fee / account holder | $3,225 | $9,721-66.8% | $8,859-63.6% | $12,270-73.7% |