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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 | $151,843 | $49,976+203.8% | $66,674+127.7% | $82,637+83.7% |
| Participation rate | 97.4% | 63.1%+34.3pp | 73.7%+23.8pp | 68.1%+29.4pp |
| Annual return | 12.40% | 39.09%-26.7pp | 321.24%-308.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $7,494 | $1,988+276.9% | $2,620+186.0% | $2,552+193.6% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,709 | $4,594-19.3% | $5,098-27.3% | $7,339-49.5% |