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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 | $162,515 | $106,749+52.2% | $145,433+11.7% | $82,448+97.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.81% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $4,800 | $3,444+39.4% | $4,554+5.4% | $2,551+88.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,776 | $8,390-78.8% | $13,129-86.5% | $7,234-75.4% |