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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 | $131,392 | $58,851+123.3% | $115,170+14.1% | $72,983+80.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 6.20% | 23.16%-17.0pp | 35.60%-29.4pp | 81.01%-74.8pp |
| Employer contribution / active EE | $10,000 | $1,798+456.2% | $3,179+214.5% | $2,440+309.8% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,038 | $6,370-20.9% | $7,089-28.9% | $5,124-1.7% |