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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 | $109,575 | $59,839+83.1% | $81,991+33.6% | $79,852+37.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 5.99% | 17.56%-11.6pp | 41.31%-35.3pp | 31.72%-25.7pp |
| Employer contribution / active EE | $9,259 | $1,713+440.4% | $2,498+270.6% | $2,471+274.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17,010 | $4,287+296.8% | $5,665+200.3% | $5,306+220.6% |