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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 | $174,233 | $87,166+99.9% | $76,735+127.1% | $137,256+26.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 9.51% | 26.50%-17.0pp | 29.77%-20.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $5,882 | $2,904+102.5% | $2,454+139.7% | $4,156+41.5% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,610 | $8,403-80.8% | $7,189-77.6% | $12,270-86.9% |