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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 | $156,557 | $48,364+223.7% | $71,796+118.1% | $62,881+149.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 3.94% | 13.16%-9.2pp | 78.04%-74.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $10,716 | $1,042+928.5% | $1,924+456.8% | $2,281+369.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,698 | $3,771+77.6% | $4,815+39.1% | $4,296+55.9% |