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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 | $135,260 | $54,763+147.0% | $90,324+49.7% | $72,976+85.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.48% | 30.63%-26.2pp | 78.15%-73.7pp | 81.02%-76.5pp |
| Employer contribution / active EE | $11,719 | $2,093+459.8% | $2,856+310.4% | $2,440+380.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,419 | $3,973+61.5% | $5,356+19.9% | $5,124+25.3% |