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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 | $160,156 | $59,839+167.6% | $81,991+95.3% | $79,852+100.6% |
| Participation rate | 85.4% | 61.6%+23.8pp | 69.3%+16.2pp | 69.6%+15.8pp |
| Annual return | 4.61% | 17.56%-12.9pp | 41.31%-36.7pp | 31.72%-27.1pp |
| Employer contribution / active EE | $5,393 | $1,713+214.7% | $2,498+115.9% | $2,471+118.2% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,985 | $4,287+109.6% | $5,665+58.6% | $5,306+69.3% |