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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 | $120,697 | $48,053+151.2% | $84,623+42.6% | $72,983+65.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 5.53% | 37.39%-31.9pp | 258.77%-253.2pp | 81.01%-75.5pp |
| Employer contribution / active EE | $6,452 | $1,602+302.8% | $2,652+143.2% | $2,440+164.4% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,675 | $3,395+8.2% | $4,913-25.2% | $5,124-28.3% |