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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 | $113,453 | $53,063+113.8% | $124,206-8.7% | $82,637+37.3% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.68% | 68.87%-56.2pp | 515.27%-502.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $3,358 | $1,530+119.4% | $3,540-5.2% | $2,552+31.6% |
| Participant deferral / active EE | $2,007 | $2,644-24.1% | $3,968-49.4% | $4,126-51.4% |
| Admin fee / account holder | $3,466 | $4,281-19.0% | $5,929-41.5% | $7,339-52.8% |