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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 | $51,184+126.2% | $66,439+74.3% | $86,983+33.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.38% | 17.07%-6.7pp | 757.66%-747.3pp | 25.83%-15.5pp |
| Employer contribution / active EE | $3,266 | $2,023+61.5% | $2,637+23.9% | $2,584+26.4% |
| Participant deferral / active EE | $6,750 | $2,927+130.6% | $3,876+74.1% | $4,194+61.0% |
| Admin fee / account holder | $11,695 | $4,154+181.5% | $6,173+89.4% | $7,856+48.9% |