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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 | $116,751 | $91,086+28.2% | $203,872-42.7% | $86,983+34.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 11.92% | 22.30%-10.4pp | 85.11%-73.2pp | 25.83%-13.9pp |
| Employer contribution / active EE | $3,979 | $2,063+92.8% | $3,757+5.9% | $2,584+54.0% |
| Participant deferral / active EE | $8,554 | $4,019+112.8% | $6,388+33.9% | $4,194+104.0% |
| Admin fee / account holder | $38,811 | $8,987+331.9% | $11,730+230.9% | $7,856+394.0% |