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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 | $183,906 | $105,929+73.6% | $81,926+124.5% | $158,950+15.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.03% | 38.19%-34.2pp | 29.49%-25.5pp | 302.91%-298.9pp |
| Employer contribution / active EE | $8,000 | $7,802+2.5% | $4,310+85.6% | $4,762+68.0% |
| Participant deferral / active EE | $4,442 | $13,007-65.8% | $7,108-37.5% | $5,983-25.8% |
| Admin fee / account holder | $1,502 | $8,492-82.3% | $5,159-70.9% | $11,248-86.6% |