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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 | $148,918 | $89,367+66.6% | $141,191+5.5% | $72,975+104.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.62% | 111.87%-94.3pp | 71.41%-53.8pp | 81.01%-63.4pp |
| Employer contribution / active EE | $946 | $3,115-69.6% | $4,736-80.0% | $2,440-61.2% |
| Participant deferral / active EE | $3,056 | $5,419-43.6% | $6,710-54.5% | $3,608-15.3% |
| Admin fee / account holder | $1,857 | $5,957-68.8% | $10,264-81.9% | $5,124-63.8% |