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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 | $129,290 | $69,977+84.8% | $108,582+19.1% | $62,881+105.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 3.67% | 10.73%-7.1pp | -51.70%+55.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $5,935 | $2,135+178.0% | $3,758+57.9% | $2,281+160.2% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,931 | $5,076-42.3% | $7,645-61.7% | $4,296-31.8% |