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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 | $121,562 | $98,766+23.1% | $149,730-18.8% | $79,852+52.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.82% | 27.43%-18.6pp | 276.70%-267.9pp | 31.72%-22.9pp |
| Employer contribution / active EE | $1,539 | $3,217-52.1% | $4,645-66.9% | $2,471-37.7% |
| Participant deferral / active EE | $2,972 | $5,681-47.7% | $6,843-56.6% | $3,740-20.6% |
| Admin fee / account holder | $4,829 | $6,052-20.2% | $9,310-48.1% | $5,306-9.0% |