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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 | $183,111 | $102,828+78.1% | $105,387+73.8% | $152,897+19.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.31% | 20.85%-14.5pp | 26.82%-20.5pp | 345.43%-339.1pp |
| Employer contribution / active EE | $7,351 | $4,473+64.4% | $4,213+74.5% | $4,764+54.3% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,096 | $8,683-41.3% | $6,559-22.3% | $11,599-56.1% |