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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 | $131,731 | $58,057+126.9% | $97,032+35.8% | $86,983+51.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.18% | 22.26%-10.1pp | 35.38%-23.2pp | 25.83%-13.6pp |
| Employer contribution / active EE | $4,245 | $1,663+155.2% | $2,629+61.5% | $2,584+64.3% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $6,394 | $4,839+32.1% | $9,418-32.1% | $7,856-18.6% |