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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 | $165,860 | $110,248+50.4% | $95,728+73.3% | $139,456+18.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.18% | 27.16%-21.0pp | 28.40%-22.2pp | 373.45%-367.3pp |
| Employer contribution / active EE | $710 | $3,258-78.2% | $2,835-75.0% | $4,753-85.1% |
| Participant deferral / active EE | $887 | $4,675-81.0% | $4,245-79.1% | $6,711-86.8% |
| Admin fee / account holder | $88,094 | $6,607+1233.3% | $5,673+1452.9% | $11,407+672.3% |