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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 | $152,990 | $58,828+160.1% | $78,002+96.1% | $62,881+143.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.60% | 17.16%-12.6pp | 425.99%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $10,391 | $1,672+521.6% | $2,470+320.7% | $2,281+355.6% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,511 | $4,393+93.7% | $5,481+55.3% | $4,296+98.1% |