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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 | $246,335 | $108,825+126.4% | $156,181+57.7% | $82,448+198.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 3.72% | 20.59%-16.9pp | 64.87%-61.2pp | 41.64%-37.9pp |
| Employer contribution / active EE | $6,414 | $2,870+123.5% | $4,294+49.4% | $2,551+151.4% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,380 | $9,341-53.1% | $14,586-70.0% | $7,234-39.5% |