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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 | $125,441 | $58,828+113.2% | $78,002+60.8% | $62,881+99.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 2.30% | 17.16%-14.9pp | 425.99%-423.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $3,114 | $1,672+86.3% | $2,470+26.1% | $2,281+36.5% |
| Participant deferral / active EE | $3,638 | $2,686+35.5% | $3,497+4.0% | $3,203+13.6% |
| Admin fee / account holder | $12,687 | $4,393+188.8% | $5,481+131.5% | $4,296+195.3% |