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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 | $148,984 | $78,690+89.3% | $161,489-7.7% | $87,485+70.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 9.91% | 32.74%-22.8pp | 89.72%-79.8pp | 26.06%-16.1pp |
| Employer contribution / active EE | $4,058 | $2,588+56.8% | $4,268-4.9% | $2,596+56.3% |
| Participant deferral / active EE | $4,602 | $3,311+39.0% | $5,630-18.3% | $4,274+7.7% |
| Admin fee / account holder | $1,531 | $6,724-77.2% | $16,006-90.4% | $7,775-80.3% |