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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 | $120,397 | $77,416+55.5% | $69,464+73.3% | $152,897-21.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.27% | 39.08%-35.8pp | 28.98%-25.7pp | 345.43%-342.2pp |
| Employer contribution / active EE | $4,057 | $3,315+22.4% | $2,779+46.0% | $4,764-14.8% |
| Participant deferral / active EE | $3,871 | $4,413-12.3% | $3,536+9.5% | $5,851-33.8% |
| Admin fee / account holder | $25,871 | $6,208+316.8% | $3,840+573.7% | $11,599+123.0% |