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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 | $182,052 | $103,000+76.7% | $90,300+101.6% | $152,885+19.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 8.87% | 95.19%-86.3pp | 78.11%-69.2pp | 345.39%-336.5pp |
| Employer contribution / active EE | $1,082 | $3,138-65.5% | $2,854-62.1% | $4,763-77.3% |
| Participant deferral / active EE | $2,629 | $4,281-38.6% | $3,884-32.3% | $5,851-55.1% |
| Admin fee / account holder | $5,119 | $6,173-17.1% | $5,353-4.4% | $11,598-55.9% |