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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 | $110,610 | $58,828+88.0% | $78,002+41.8% | $62,881+75.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 3.83% | 17.16%-13.3pp | 425.99%-422.2pp | 20.14%-16.3pp |
| Employer contribution / active EE | $7,803 | $1,672+366.8% | $2,470+215.9% | $2,281+242.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,294 | $4,393+43.3% | $5,481+14.8% | $4,296+46.5% |