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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 | $132,408 | $47,479+178.9% | $62,929+110.4% | $82,448+60.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.52% | 20.34%-9.8pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,633 | $1,885+39.7% | $2,505+5.1% | $2,551+3.2% |
| Participant deferral / active EE | $4,310 | $2,870+50.1% | $3,888+10.8% | $4,139+4.1% |
| Admin fee / account holder | $7,228 | $3,804+90.0% | $5,065+42.7% | $7,234-0.1% |