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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 | $116,342 | $77,164+50.8% | $178,014-34.6% | $80,874+43.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 4.79% | 18.09%-13.3pp | 294.80%-290.0pp | 35.62%-30.8pp |
| Employer contribution / active EE | $2,911 | $2,288+27.3% | $3,950-26.3% | $2,756+5.6% |
| Participant deferral / active EE | $5,149 | $4,408+16.8% | $6,276-18.0% | $4,297+19.8% |
| Admin fee / account holder | $1,466 | $7,164-79.5% | $10,362-85.9% | $6,935-78.9% |