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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 | $113,695 | $115,814-1.8% | $101,275+12.3% | $158,982-28.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.97% | 56.16%-52.2pp | 46.48%-42.5pp | 302.99%-299.0pp |
| Employer contribution / active EE | $18,606 | $4,176+345.6% | $3,660+408.3% | $4,763+290.6% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $2,722 | $7,249-62.4% | $5,948-54.2% | $11,252-75.8% |