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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 | $137,107 | $78,705+74.2% | $117,860+16.3% | $70,124+95.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.98% | 23.30%-15.3pp | 335.10%-327.1pp | 73.14%-65.2pp |
| Employer contribution / active EE | $3,274 | $2,223+47.2% | $3,786-13.5% | $2,342+39.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,148 | $5,065-77.3% | $8,021-85.7% | $4,645-75.3% |