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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 | $138,463 | $48,364+186.3% | $71,796+92.9% | $62,881+120.2% |
| Participation rate | 97.1% | 60.6%+36.5pp | 69.1%+28.0pp | 69.3%+27.8pp |
| Annual return | 3.59% | 13.16%-9.6pp | 78.04%-74.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $10,692 | $1,042+926.2% | $1,924+455.6% | $2,281+368.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,643 | $3,771+76.1% | $4,815+38.0% | $4,296+54.6% |