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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 | $126,767 | $78,707+61.1% | $117,861+7.6% | $70,126+80.8% |
| Participation rate | 89.3% | 73.2%+16.1pp | 79.7%+9.6pp | 69.5%+19.7pp |
| Annual return | 6.40% | 23.30%-16.9pp | 335.11%-328.7pp | 73.15%-66.7pp |
| Employer contribution / active EE | $14,089 | $2,223+533.6% | $3,786+272.1% | $2,343+501.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,540 | $5,066-49.9% | $8,021-68.3% | $4,645-45.3% |