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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 | $129,275 | $78,423+64.8% | $95,964+34.7% | $79,856+61.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.88% | 19.37%-13.5pp | 91.64%-85.8pp | 31.71%-25.8pp |
| Employer contribution / active EE | $12,931 | $1,945+564.7% | $2,541+408.8% | $2,471+423.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,516 | $5,622-19.7% | $6,797-33.6% | $5,306-14.9% |