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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 | $166,334 | $85,171+95.3% | $172,753-3.7% | $72,976+127.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.62% | 27.32%-23.7pp | 803.00%-799.4pp | 81.02%-77.4pp |
| Employer contribution / active EE | $4,494 | $3,324+35.2% | $5,144-12.6% | $2,440+84.2% |
| Participant deferral / active EE | $3,505 | $3,260+7.5% | $5,198-32.6% | $3,608-2.8% |
| Admin fee / account holder | $3,789 | $5,880-35.6% | $13,956-72.9% | $5,124-26.1% |