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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 | $170,871 | $65,034+162.7% | $90,970+87.8% | $79,856+114.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 4.85% | 30.45%-25.6pp | 134.60%-129.7pp | 31.71%-26.9pp |
| Employer contribution / active EE | $4,645 | $1,247+272.4% | $2,122+118.9% | $2,471+88.0% |
| Participant deferral / active EE | $3,206 | $2,512+27.6% | $3,373-4.9% | $3,741-14.3% |
| Admin fee / account holder | $4,020 | $4,536-11.4% | $5,961-32.6% | $5,306-24.2% |