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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 | $150,213 | $47,944+213.3% | $67,834+121.4% | $62,881+138.9% |
| Participation rate | 93.9% | 61.1%+32.8pp | 68.8%+25.1pp | 69.3%+24.6pp |
| Annual return | 3.51% | 11.77%-8.3pp | 138.47%-135.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $6,442 | $1,562+312.4% | $2,403+168.0% | $2,281+182.4% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,926 | $3,712+140.5% | $4,622+93.1% | $4,296+107.8% |