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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 | $114,119+83.1% | $107,187+94.9% | $138,895+50.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 2.90% | 273.21%-270.3pp | 204.55%-201.6pp | 145.39%-142.5pp |
| Employer contribution / active EE | $2,207 | $4,059-45.6% | $3,782-41.6% | $4,194-47.4% |
| Participant deferral / active EE | $6,002 | $5,538+8.4% | $5,096+17.8% | $6,396-6.2% |
| Admin fee / account holder | $3,225 | $10,024-67.8% | $9,162-64.8% | $12,562-74.3% |