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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 | $136,773 | $53,837+154.0% | $75,714+80.6% | $85,847+59.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 10.48% | 24.54%-14.1pp | 104.62%-94.1pp | 318.61%-308.1pp |
| Employer contribution / active EE | $4,229 | $2,017+109.6% | $2,744+54.2% | $2,565+64.9% |
| Participant deferral / active EE | $2,949 | $2,895+1.9% | $3,820-22.8% | $3,952-25.4% |
| Admin fee / account holder | $2,441 | $3,339-26.9% | $3,619-32.5% | $6,261-61.0% |