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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 | $168,706 | $118,488+42.4% | $98,462+71.3% | $139,487+20.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 2.69% | 18.96%-16.3pp | 21.17%-18.5pp | 373.84%-371.1pp |
| Employer contribution / active EE | $14,231 | $3,611+294.1% | $3,049+366.8% | $4,755+199.3% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $3,930 | $13,868-71.7% | $8,875-55.7% | $11,407-65.5% |