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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 | $88,650 | $59,440+49.1% | $78,004+13.6% | $82,637+7.3% |
| Participation rate | 96.0% | 62.8%+33.2pp | 69.4%+26.6pp | 68.1%+27.9pp |
| Annual return | 9.68% | 40.24%-30.6pp | 31.07%-21.4pp | 53.51%-43.8pp |
| Employer contribution / active EE | $4,667 | $1,750+166.6% | $2,469+89.0% | $2,552+82.9% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20,500 | $5,504+272.5% | $7,578+170.5% | $7,339+179.3% |