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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 | $126,703 | $65,367+93.8% | $92,915+36.4% | $72,976+73.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 7.70% | 42.11%-34.4pp | 109.45%-101.8pp | 81.02%-73.3pp |
| Employer contribution / active EE | $1,029 | $2,594-60.3% | $3,653-71.8% | $2,440-57.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,787 | $4,251+59.6% | $5,796+17.1% | $5,124+32.5% |