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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 | $115,926 | $48,078+141.1% | $78,676+47.3% | $62,881+84.4% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 0.35% | 31.36%-31.0pp | 62.19%-61.8pp | 20.14%-19.8pp |
| Employer contribution / active EE | $8,333 | $2,015+313.7% | $2,850+192.4% | $2,281+265.4% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,771 | $3,206-44.8% | $4,510-60.7% | $4,296-58.8% |