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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 | $203,921 | $77,638+162.7% | $156,551+30.3% | $62,881+224.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 3.77% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $4,286 | $3,444+24.4% | $5,501-22.1% | $2,281+87.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $27,693 | $5,561+397.9% | $13,028+112.6% | $4,296+544.7% |