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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 | $132,778 | $63,346+109.6% | $92,240+43.9% | $70,126+89.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.74% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.4pp |
| Employer contribution / active EE | $3,817 | $2,471+54.4% | $3,680+3.7% | $2,343+62.9% |
| Participant deferral / active EE | $1,829 | $2,854-35.9% | $3,897-53.1% | $3,332-45.1% |
| Admin fee / account holder | $6,580 | $3,841+71.3% | $5,194+26.7% | $4,645+41.6% |