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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 | $111,407 | $99,652+11.8% | $78,778+41.4% | $147,586-24.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.71% | 47.28%-41.6pp | 35.62%-29.9pp | 578.59%-572.9pp |
| Employer contribution / active EE | $5,363 | $2,796+91.8% | $1,986+170.1% | $4,876+10.0% |
| Participant deferral / active EE | $3,101 | $3,664-15.4% | $2,958+4.8% | $5,439-43.0% |
| Admin fee / account holder | $1,362 | $7,155-81.0% | $5,134-73.5% | $10,886-87.5% |