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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 | $158,435 | $81,208+95.1% | $98,916+60.2% | $79,858+98.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 5.48% | 60.99%-55.5pp | 196.45%-191.0pp | 31.72%-26.2pp |
| Employer contribution / active EE | $3,805 | $1,960+94.1% | $2,689+41.5% | $2,471+54.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,410 | $6,013-76.5% | $6,642-78.8% | $5,306-73.4% |