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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 | $187,065 | $124,346+50.4% | $111,306+68.1% | $167,553+11.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.64% | 37.46%-28.8pp | 54.67%-46.0pp | 478.89%-470.3pp |
| Employer contribution / active EE | $4,167 | $3,438+21.2% | $2,732+52.5% | $4,840-13.9% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,193 | $10,623-51.1% | $7,966-34.8% | $12,316-57.8% |