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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 | $180,213 | $91,559+96.8% | $133,978+34.5% | $79,856+125.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.31% | 61.85%-55.5pp | 45.10%-38.8pp | 31.71%-25.4pp |
| Employer contribution / active EE | $3,776 | $2,384+58.4% | $3,919-3.7% | $2,471+52.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $23,669 | $6,321+274.4% | $8,930+165.0% | $5,306+346.0% |