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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 | $141,359 | $95,415+48.2% | $185,851-23.9% | $85,851+64.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 9.57% | 23.59%-14.0pp | 122.11%-112.5pp | 318.63%-309.1pp |
| Employer contribution / active EE | $3,084 | $3,314-6.9% | $5,168-40.3% | $2,565+20.2% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,647 | $7,215+75.3% | $16,245-22.1% | $6,261+102.0% |