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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 | $87,641 | $48,364+81.2% | $71,796+22.1% | $62,881+39.4% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 4.17% | 13.16%-9.0pp | 78.04%-73.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $4,286 | $1,042+311.3% | $1,924+122.7% | $2,281+87.9% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $53,675 | $3,771+1323.3% | $4,815+1014.8% | $4,296+1149.5% |