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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 | $160,661 | $88,672+81.2% | $105,223+52.7% | $82,448+94.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 3.98% | 30.86%-26.9pp | 180.65%-176.7pp | 41.64%-37.7pp |
| Employer contribution / active EE | $2,995 | $3,048-1.7% | $3,689-18.8% | $2,551+17.4% |
| Participant deferral / active EE | $5,298 | $4,036+31.3% | $5,072+4.5% | $4,139+28.0% |
| Admin fee / account holder | $16,561 | $7,146+131.8% | $8,859+86.9% | $7,234+128.9% |