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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 | $118,922 | $49,976+138.0% | $66,674+78.4% | $82,637+43.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 11.21% | 39.09%-27.9pp | 321.24%-310.0pp | 53.51%-42.3pp |
| Employer contribution / active EE | $3,409 | $1,988+71.5% | $2,620+30.1% | $2,552+33.6% |
| Participant deferral / active EE | $6,837 | $2,847+140.2% | $4,084+67.4% | $4,126+65.7% |
| Admin fee / account holder | $34,917 | $4,594+660.1% | $5,098+584.9% | $7,339+375.8% |