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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 | $135,734 | $65,027+108.7% | $90,970+49.2% | $79,852+70.0% |
| Participation rate | 93.3% | 61.6%+31.7pp | 69.0%+24.3pp | 69.6%+23.7pp |
| Annual return | 8.84% | 30.45%-21.6pp | 134.58%-125.7pp | 31.72%-22.9pp |
| Employer contribution / active EE | $4,334 | $1,247+247.5% | $2,122+104.2% | $2,471+75.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,939 | $4,535-57.3% | $5,960-67.5% | $5,306-63.5% |