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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 | $148,002 | $102,422+44.5% | $147,117+0.6% | $80,959+82.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.61% | 135.16%-124.6pp | 420.54%-409.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $3,265 | $3,717-12.2% | $4,932-33.8% | $2,757+18.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,622 | $7,953-67.0% | $12,993-79.8% | $6,925-62.1% |