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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 | $111,182 | $77,416+43.6% | $69,464+60.1% | $152,897-27.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.54% | 39.08%-35.5pp | 28.98%-25.4pp | 345.43%-341.9pp |
| Employer contribution / active EE | $5,478 | $3,315+65.3% | $2,779+97.1% | $4,764+15.0% |
| Participant deferral / active EE | $5,014 | $4,413+13.6% | $3,536+41.8% | $5,851-14.3% |
| Admin fee / account holder | $1,897 | $6,208-69.4% | $3,840-50.6% | $11,599-83.6% |