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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 | $173,924 | $111,785+55.6% | $93,669+85.7% | $145,877+19.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.63% | 203.79%-196.2pp | 133.59%-126.0pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,413 | $3,096-54.4% | $2,424-41.7% | $4,663-69.7% |
| Participant deferral / active EE | $13,083 | $4,919+166.0% | $4,416+196.3% | $6,691+95.5% |
| Admin fee / account holder | $1,594 | $10,256-84.5% | $8,291-80.8% | $13,402-88.1% |