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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 | $115,833 | $172,111-32.7% | $150,298-22.9% | $137,256-15.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.79% | 69.37%-64.6pp | 62.79%-58.0pp | 220.34%-215.6pp |
| Employer contribution / active EE | $967 | $4,636-79.1% | $4,154-76.7% | $4,156-76.7% |
| Participant deferral / active EE | $12,340 | $6,166+100.1% | $5,453+126.3% | $6,407+92.6% |
| Admin fee / account holder | $3,211 | $16,471-80.5% | $14,116-77.3% | $12,270-73.8% |