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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 | $156,223 | $98,776+58.2% | $149,745+4.3% | $79,856+95.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.04% | 27.38%-23.3pp | 276.72%-272.7pp | 31.71%-27.7pp |
| Employer contribution / active EE | $12,970 | $3,217+303.1% | $4,646+179.2% | $2,471+424.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,483 | $6,053-42.5% | $9,312-62.6% | $5,306-34.4% |