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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 | $174,874 | $103,392+69.1% | $87,104+100.8% | $152,897+14.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.90% | 28.10%-25.2pp | 28.19%-25.3pp | 345.43%-342.5pp |
| Employer contribution / active EE | $825 | $3,221-74.4% | $2,521-67.3% | $4,764-82.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,500 | $12,194-38.5% | $7,491+0.1% | $11,599-35.3% |