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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 | $109,849 | $77,638+41.5% | $156,551-29.8% | $62,881+74.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.28% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $3,967 | $3,444+15.2% | $5,501-27.9% | $2,281+73.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $19,279 | $5,561+246.7% | $13,028+48.0% | $4,296+348.8% |