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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 | $89,259+30.2% | $107,187+8.4% | $82,637+40.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 6.07% | 21.02%-15.0pp | 204.55%-198.5pp | 53.51%-47.4pp |
| Employer contribution / active EE | $8,065 | $3,080+161.8% | $3,782+113.2% | $2,552+216.0% |
| Participant deferral / active EE | $5,688 | $4,037+40.9% | $5,096+11.6% | $4,126+37.9% |
| Admin fee / account holder | $32,461 | $7,381+339.8% | $9,162+254.3% | $7,339+342.3% |