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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 | $152,245 | $99,994+52.3% | $146,643+3.8% | $85,847+77.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 6.04% | 18.93%-12.9pp | 22.75%-16.7pp | 318.61%-312.6pp |
| Employer contribution / active EE | $19,235 | $2,559+651.7% | $4,137+365.0% | $2,565+649.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,869 | $7,703-36.8% | $10,280-52.6% | $6,261-22.2% |