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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 | $166,338 | $70,121+137.2% | $63,803+160.7% | $138,895+19.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 8.81% | 946.48%-937.7pp | 543.72%-534.9pp | 145.39%-136.6pp |
| Employer contribution / active EE | $1,634 | $2,882-43.3% | $2,532-35.5% | $4,194-61.1% |
| Participant deferral / active EE | $2,088 | $4,535-54.0% | $3,843-45.7% | $6,396-67.4% |
| Admin fee / account holder | $3,179 | $6,738-52.8% | $5,196-38.8% | $12,562-74.7% |