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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 | $136,631 | $53,127+157.2% | $86,587+57.8% | $70,131+94.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.25% | 27.66%-17.4pp | 964.86%-954.6pp | 73.14%-62.9pp |
| Employer contribution / active EE | $7,560 | $2,068+265.5% | $2,839+166.2% | $2,342+222.7% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,890 | $3,585+8.5% | $4,906-20.7% | $4,645-16.3% |