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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 | $136,171 | $54,763+148.7% | $90,324+50.8% | $72,976+86.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.31% | 30.63%-15.3pp | 78.15%-62.8pp | 81.02%-65.7pp |
| Employer contribution / active EE | $13,333 | $2,093+536.9% | $2,856+366.9% | $2,440+446.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,758 | $3,973-55.8% | $5,356-67.2% | $5,124-65.7% |