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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 | $112,465 | $65,034+72.9% | $90,970+23.6% | $79,856+40.8% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 8.52% | 30.45%-21.9pp | 134.60%-126.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $4,756 | $1,247+281.2% | $2,122+124.1% | $2,471+92.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,322 | $4,536+39.4% | $5,961+6.0% | $5,306+19.1% |