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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 | $162,572 | $81,208+100.2% | $98,920+64.3% | $79,856+103.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.53% | 60.99%-56.5pp | 196.47%-191.9pp | 31.71%-27.2pp |
| Employer contribution / active EE | $9,954 | $1,960+407.9% | $2,689+270.1% | $2,471+302.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $20,654 | $6,013+243.5% | $6,643+210.9% | $5,306+289.2% |