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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 | $118,527 | $56,110+111.2% | $94,993+24.8% | $70,126+69.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 5.71% | 51.02%-45.3pp | 27.14%-21.4pp | 73.15%-67.4pp |
| Employer contribution / active EE | $6,570 | $1,442+355.5% | $2,603+152.3% | $2,343+180.5% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,830 | $3,456-18.1% | $4,960-43.0% | $4,645-39.1% |