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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 | $159,864 | $70,366+127.2% | $66,674+139.8% | $138,895+15.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.40% | 386.41%-375.0pp | 321.24%-309.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $3,832 | $2,765+38.6% | $2,620+46.3% | $4,194-8.6% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,812 | $5,262-8.6% | $5,098-5.6% | $12,562-61.7% |