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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 | $118,192 | $78,707+50.2% | $117,861+0.3% | $70,126+68.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 2.44% | 23.30%-20.9pp | 335.11%-332.7pp | 73.15%-70.7pp |
| Employer contribution / active EE | $4,839 | $2,223+117.6% | $3,786+27.8% | $2,343+106.6% |
| Participant deferral / active EE | $2,508 | $3,297-23.9% | $4,482-44.0% | $3,332-24.7% |
| Admin fee / account holder | $3,058 | $5,066-39.6% | $8,021-61.9% | $4,645-34.2% |