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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 | $141,873 | $91,559+55.0% | $133,971+5.9% | $79,852+77.7% |
| Participation rate | 96.3% | 73.3%+23.0pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 0.74% | 61.85%-61.1pp | 45.09%-44.4pp | 31.72%-31.0pp |
| Employer contribution / active EE | $5,105 | $2,384+114.2% | $3,919+30.3% | $2,471+106.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,010 | $6,321-20.7% | $8,929-43.9% | $5,306-5.6% |