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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 | $147,669 | $70,366+109.9% | $66,674+121.5% | $138,895+6.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.81% | 386.41%-377.6pp | 321.24%-312.4pp | 145.39%-136.6pp |
| Employer contribution / active EE | $2,698 | $2,765-2.4% | $2,620+3.0% | $4,194-35.7% |
| Participant deferral / active EE | $5,372 | $4,374+22.8% | $4,084+31.5% | $6,396-16.0% |
| Admin fee / account holder | $445 | $5,262-91.5% | $5,098-91.3% | $12,562-96.5% |