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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 | $105,093 | $90,530+16.1% | $76,030+38.2% | $145,897-28.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 4.17% | 625.08%-620.9pp | 361.54%-357.4pp | 552.29%-548.1pp |
| Employer contribution / active EE | $764 | $3,319-77.0% | $2,688-71.6% | $4,663-83.6% |
| Participant deferral / active EE | $2,246 | $5,164-56.5% | $4,257-47.2% | $6,689-66.4% |
| Admin fee / account holder | $115,445 | $8,383+1277.1% | $6,421+1698.1% | $13,390+762.1% |