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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 | $122,830 | $56,894+115.9% | $84,753+44.9% | $62,881+95.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.05% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $12,650 | $2,400+427.1% | $3,574+253.9% | $2,281+454.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,556 | $3,581+83.1% | $5,333+22.9% | $4,296+52.6% |