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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 | $186,813 | $78,705+137.4% | $117,860+58.5% | $70,124+166.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 3.77% | 23.30%-19.5pp | 335.10%-331.3pp | 73.14%-69.4pp |
| Employer contribution / active EE | $3,358 | $2,223+51.0% | $3,786-11.3% | $2,342+43.3% |
| Participant deferral / active EE | $7,097 | $3,297+115.3% | $4,482+58.4% | $3,332+113.0% |
| Admin fee / account holder | $28,222 | $5,065+457.2% | $8,021+251.9% | $4,645+507.5% |