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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 | $163,848 | $58,828+178.5% | $78,002+110.1% | $62,881+160.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.62% | 17.16%-12.5pp | 425.99%-421.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,835 | $2,686+5.6% | $3,497-18.9% | $3,203-11.5% |
| Admin fee / account holder | $826 | $4,393-81.2% | $5,481-84.9% | $4,296-80.8% |