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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 | $196,816 | $126,661+55.4% | $113,397+73.6% | $138,895+41.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 2.80% | 25.05%-22.2pp | 23.20%-20.4pp | 145.39%-142.6pp |
| Employer contribution / active EE | $4,621 | $3,456+33.7% | $2,977+55.2% | $4,194+10.2% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $33,470 | $14,549+130.0% | $11,957+179.9% | $12,562+166.4% |