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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 | $130,564 | $90,486+44.3% | $78,676+66.0% | $273,972-52.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 1.86% | 75.62%-73.8pp | 62.19%-60.3pp | 41.46%-39.6pp |
| Employer contribution / active EE | $12,027 | $3,175+278.8% | $2,850+322.0% | $4,869+147.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,937 | $5,263+88.8% | $4,510+120.3% | $10,133-1.9% |