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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 | $116,178 | $88,672+31.0% | $105,223+10.4% | $82,448+40.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 6.07% | 30.86%-24.8pp | 180.65%-174.6pp | 41.64%-35.6pp |
| Employer contribution / active EE | $8,065 | $3,048+164.6% | $3,689+118.7% | $2,551+216.2% |
| Participant deferral / active EE | $5,688 | $4,036+40.9% | $5,072+12.2% | $4,139+37.4% |
| Admin fee / account holder | $32,461 | $7,146+354.2% | $8,859+266.4% | $7,234+348.7% |