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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 | $183,010 | $98,766+85.3% | $149,730+22.2% | $79,852+129.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.05% | 27.43%-20.4pp | 276.70%-269.7pp | 31.72%-24.7pp |
| Employer contribution / active EE | $1,019 | $3,217-68.3% | $4,645-78.1% | $2,471-58.8% |
| Participant deferral / active EE | $10,799 | $5,681+90.1% | $6,843+57.8% | $3,740+188.7% |
| Admin fee / account holder | $27,269 | $6,052+350.6% | $9,310+192.9% | $5,306+413.9% |