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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 | $168,214 | $78,707+113.7% | $117,861+42.7% | $70,126+139.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.89% | 23.30%-11.4pp | 335.11%-323.2pp | 73.15%-61.3pp |
| Employer contribution / active EE | $10,029 | $2,223+351.0% | $3,786+164.9% | $2,343+328.1% |
| Participant deferral / active EE | $3,361 | $3,297+1.9% | $4,482-25.0% | $3,332+0.9% |
| Admin fee / account holder | $1,744 | $5,066-65.6% | $8,021-78.3% | $4,645-62.4% |