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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 | $87,401 | $34,316+154.7% | $74,723+17.0% | $72,976+19.8% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 12.51% | 26.58%-14.1pp | 753.18%-740.7pp | 81.02%-68.5pp |
| Employer contribution / active EE | $2,193 | $692+217.0% | $1,084+102.3% | $2,440-10.1% |
| Participant deferral / active EE | $2,252 | $1,272+77.1% | $1,962+14.8% | $3,608-37.6% |
| Admin fee / account holder | $2,650 | $2,125+24.7% | $3,335-20.5% | $5,124-48.3% |