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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 | $48,011+151.9% | $63,803+89.5% | $82,637+46.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 8.38% | 19.84%-11.5pp | 543.72%-535.3pp | 53.51%-45.1pp |
| Employer contribution / active EE | $7,384 | $1,904+287.9% | $2,532+191.6% | $2,552+189.3% |
| Participant deferral / active EE | $5,666 | $2,846+99.1% | $3,843+47.4% | $4,126+37.3% |
| Admin fee / account holder | $3,329 | $3,873-14.1% | $5,196-35.9% | $7,339-54.6% |