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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 | $151,228 | $89,370+69.2% | $141,197+7.1% | $72,976+107.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 9.55% | 111.88%-102.3pp | 71.41%-61.9pp | 81.02%-71.5pp |
| Employer contribution / active EE | $3,846 | $3,115+23.5% | $4,736-18.8% | $2,440+57.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,051 | $5,957+119.1% | $10,265+27.1% | $5,124+154.7% |