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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 | $156,671 | $102,245+53.2% | $89,340+75.4% | $137,256+14.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.34% | 21.89%-13.6pp | 20.57%-12.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $1,316 | $2,529-48.0% | $2,231-41.0% | $4,156-68.3% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,088 | $8,085+12.4% | $6,704+35.6% | $12,270-25.9% |