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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 | $202,549 | $141,001+43.7% | $112,228+80.5% | $139,487+45.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.76% | 32.75%-25.0pp | 30.23%-22.5pp | 373.84%-366.1pp |
| Employer contribution / active EE | $1,800 | $4,285-58.0% | $3,432-47.5% | $4,755-62.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,000 | $9,959+0.4% | $7,752+29.0% | $11,407-12.3% |