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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 | $147,385 | $96,137+53.3% | $136,007+8.4% | $80,874+82.2% |
| Participation rate | 98.4% | 71.2%+27.2pp | 76.5%+21.9pp | 67.6%+30.8pp |
| Annual return | -0.58% | 28.70%-29.3pp | 579.32%-579.9pp | 35.62%-36.2pp |
| Employer contribution / active EE | $8,248 | $3,350+146.2% | $4,215+95.7% | $2,756+199.3% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,024-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,639 | $8,236-43.7% | $6,858-32.4% | $6,935-33.1% |