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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 | $197,880 | $77,638+154.9% | $156,551+26.4% | $62,881+214.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.61% | 50.33%-46.7pp | 32.23%-28.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $6,774 | $3,444+96.7% | $5,501+23.1% | $2,281+197.0% |
| Participant deferral / active EE | $3,629 | $3,046+19.2% | $4,871-25.5% | $3,203+13.3% |
| Admin fee / account holder | $1,143 | $5,561-79.5% | $13,028-91.2% | $4,296-73.4% |