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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 | $98,828 | $39,036+153.2% | $80,784+22.3% | $85,851+15.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 9.78% | 26.31%-16.5pp | 87.31%-77.5pp | 318.63%-308.9pp |
| Employer contribution / active EE | $2,604 | $722+260.5% | $1,160+124.5% | $2,565+1.5% |
| Participant deferral / active EE | $3,653 | $1,326+175.4% | $2,145+70.3% | $3,952-7.6% |
| Admin fee / account holder | $4,670 | $2,429+92.3% | $3,380+38.2% | $6,261-25.4% |