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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 | $111,685 | $47,944+132.9% | $67,834+64.6% | $62,881+77.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 3.91% | 11.77%-7.9pp | 138.47%-134.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,846 | $1,562+18.2% | $2,403-23.2% | $2,281-19.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,553 | $3,712+49.6% | $4,622+20.1% | $4,296+29.3% |