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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 | $194,938 | $106,864+82.4% | $147,318+32.3% | $82,637+135.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 3.45% | 27.49%-24.0pp | 70.43%-67.0pp | 53.51%-50.1pp |
| Employer contribution / active EE | $17,206 | $3,417+403.6% | $4,593+274.6% | $2,552+574.2% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,508 | $8,415+131.8% | $13,708+42.3% | $7,339+165.8% |