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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 | $111,272 | $69,248+60.7% | $64,101+73.6% | $139,466-20.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.42% | 45.95%-36.5pp | 33.72%-24.3pp | 373.66%-364.2pp |
| Employer contribution / active EE | $3,910 | $3,185+22.8% | $2,749+42.2% | $4,754-17.8% |
| Participant deferral / active EE | $6,605 | $4,682+41.1% | $3,881+70.2% | $6,712-1.6% |
| Admin fee / account holder | $2,695 | $4,247-36.5% | $3,070-12.2% | $11,409-76.4% |