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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 | $174,904 | $135,956+28.6% | $123,894+41.2% | $273,972-36.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.74% | 56.63%-53.9pp | 47.52%-44.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $13,902 | $5,170+168.9% | $4,617+201.1% | $4,869+185.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,192 | $9,817-87.9% | $8,357-85.7% | $10,133-88.2% |