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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 | $221,738 | $152,592+45.3% | $125,180+77.1% | $152,885+45.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 4.65% | 54.84%-50.2pp | 43.79%-39.1pp | 345.39%-340.7pp |
| Employer contribution / active EE | $2,533 | $4,947-48.8% | $3,866-34.5% | $4,763-46.8% |
| Participant deferral / active EE | $6,783 | $5,868+15.6% | $4,937+37.4% | $5,851+15.9% |
| Admin fee / account holder | $1,810 | $13,435-86.5% | $9,703-81.3% | $11,598-84.4% |