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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 | $210,451 | $117,444+79.2% | $99,479+111.6% | $152,909+37.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 3.64% | 31.87%-28.2pp | 30.72%-27.1pp | 345.46%-341.8pp |
| Employer contribution / active EE | $2,500 | $3,014-17.0% | $2,540-1.6% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $14,011 | $7,635+83.5% | $6,253+124.1% | $11,601+20.8% |