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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 | $95,550 | $69,248+38.0% | $64,101+49.1% | $139,466-31.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.26% | 45.95%-39.7pp | 33.72%-27.5pp | 373.66%-367.4pp |
| Employer contribution / active EE | $5,514 | $3,185+73.1% | $2,749+100.6% | $4,754+16.0% |
| Participant deferral / active EE | $3,676 | $4,682-21.5% | $3,881-5.3% | $6,712-45.2% |
| Admin fee / account holder | $22,243 | $4,247+423.7% | $3,070+624.5% | $11,409+95.0% |