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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 | $103,891 | $46,599+122.9% | $64,101+62.1% | $75,173+38.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.25% | 26.06%-16.8pp | 33.72%-24.5pp | 160.72%-151.5pp |
| Employer contribution / active EE | $2,448 | $1,975+23.9% | $2,749-11.0% | $2,671-8.4% |
| Participant deferral / active EE | $4,057 | $2,837+43.0% | $3,881+4.6% | $4,126-1.7% |
| Admin fee / account holder | $7,383 | $2,956+149.8% | $3,070+140.5% | $5,651+30.7% |