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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 | $168,401 | $108,825+54.7% | $156,181+7.8% | $82,448+104.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 7.54% | 20.59%-13.0pp | 64.87%-57.3pp | 41.64%-34.1pp |
| Employer contribution / active EE | $19,481 | $2,870+578.8% | $4,294+353.7% | $2,551+663.7% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,445 | $9,341+1.1% | $14,586-35.2% | $7,234+30.6% |