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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 | $170,557 | $70,430+142.2% | $96,572+76.6% | $85,851+98.7% |
| Participation rate | 97.4% | 61.8%+35.6pp | 69.8%+27.5pp | 69.3%+28.0pp |
| Annual return | 5.02% | 18.58%-13.6pp | 37.79%-32.8pp | 318.63%-313.6pp |
| Employer contribution / active EE | $7,030 | $1,413+397.4% | $2,357+198.2% | $2,565+174.0% |
| Participant deferral / active EE | $3,457 | $2,894+19.4% | $3,850-10.2% | $3,952-12.5% |
| Admin fee / account holder | $2,627 | $4,996-47.4% | $6,183-57.5% | $6,261-58.0% |