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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 | $115,787 | $48,011+141.2% | $63,803+81.5% | $82,637+40.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 10.38% | 19.84%-9.5pp | 543.72%-533.3pp | 53.51%-43.1pp |
| Employer contribution / active EE | $3,266 | $1,904+71.6% | $2,532+29.0% | $2,552+28.0% |
| Participant deferral / active EE | $6,750 | $2,846+137.1% | $3,843+75.6% | $4,126+63.6% |
| Admin fee / account holder | $11,695 | $3,873+201.9% | $5,196+125.1% | $7,339+59.4% |