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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 | $136,297 | $58,258+134.0% | $81,820+66.6% | $80,925+68.4% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 10.14% | 41.76%-31.6pp | 777.93%-767.8pp | 35.65%-25.5pp |
| Employer contribution / active EE | $7,252 | $2,345+209.2% | $2,915+148.8% | $2,756+163.1% |
| Participant deferral / active EE | $4,875 | $3,284+48.4% | $4,323+12.8% | $4,299+13.4% |
| Admin fee / account holder | $4,215 | $4,976-15.3% | $7,391-43.0% | $6,940-39.3% |