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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 | $127,351 | $106,905+19.1% | $84,020+51.6% | $152,885-16.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.26% | 105.00%-100.7pp | 71.31%-67.1pp | 345.39%-341.1pp |
| Employer contribution / active EE | $17,983 | $2,735+557.6% | $1,984+806.6% | $4,763+277.5% |
| Participant deferral / active EE | $10,100 | $4,012+151.7% | $3,239+211.8% | $5,851+72.6% |
| Admin fee / account holder | $14,687 | $8,287+77.2% | $6,101+140.7% | $11,598+26.6% |