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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 | $120,916 | $51,184+136.2% | $66,439+82.0% | $86,983+39.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 8.38% | 17.07%-8.7pp | 757.66%-749.3pp | 25.83%-17.5pp |
| Employer contribution / active EE | $7,384 | $2,023+265.1% | $2,637+180.1% | $2,584+185.7% |
| Participant deferral / active EE | $5,666 | $2,927+93.5% | $3,876+46.2% | $4,194+35.1% |
| Admin fee / account holder | $3,329 | $4,154-19.9% | $6,173-46.1% | $7,856-57.6% |