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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 | $136,368 | $49,976+172.9% | $66,674+104.5% | $82,637+65.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 12.62% | 39.09%-26.5pp | 321.24%-308.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $2,789 | $1,988+40.3% | $2,620+6.4% | $2,552+9.3% |
| Participant deferral / active EE | $2,855 | $2,847+0.3% | $4,084-30.1% | $4,126-30.8% |
| Admin fee / account holder | $352 | $4,594-92.3% | $5,098-93.1% | $7,339-95.2% |