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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 | $125,764 | $65,034+93.4% | $90,970+38.2% | $79,856+57.5% |
| Participation rate | 88.1% | 61.6%+26.5pp | 69.0%+19.1pp | 69.6%+18.5pp |
| Annual return | 2.25% | 30.45%-28.2pp | 134.60%-132.3pp | 31.71%-29.5pp |
| Employer contribution / active EE | $7,987 | $1,247+540.3% | $2,122+276.4% | $2,471+223.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,435 | $4,536-24.3% | $5,961-42.4% | $5,306-35.3% |