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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 | $152,385 | $101,798+49.7% | $165,071-7.7% | $80,935+88.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.88% | 16.73%-8.8pp | 70.17%-62.3pp | 35.66%-27.8pp |
| Employer contribution / active EE | $4,735 | $2,954+60.3% | $4,347+8.9% | $2,757+71.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $32,524 | $8,221+295.6% | $12,695+156.2% | $6,924+369.7% |