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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 | $143,902 | $45,041+219.5% | $63,003+128.4% | $70,131+105.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.18% | 18.76%-7.6pp | 87.59%-76.4pp | 73.14%-62.0pp |
| Employer contribution / active EE | $2,196 | $2,052+7.0% | $2,760-20.5% | $2,342-6.3% |
| Participant deferral / active EE | $4,780 | $2,465+93.9% | $3,329+43.6% | $3,332+43.5% |
| Admin fee / account holder | $19,212 | $2,836+577.6% | $3,600+433.7% | $4,645+313.6% |