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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 | $141,849 | $100,003+41.8% | $146,685-3.3% | $85,856+65.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.04% | 18.93%-7.9pp | 22.75%-11.7pp | 318.58%-307.5pp |
| Employer contribution / active EE | $17,692 | $2,559+591.3% | $4,137+327.7% | $2,565+589.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,507-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,710 | $7,704-77.8% | $10,281-83.4% | $6,261-72.7% |