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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 | $140,237 | $48,364+190.0% | $71,796+95.3% | $62,881+123.0% |
| Participation rate | 97.7% | 60.6%+37.1pp | 69.1%+28.6pp | 69.3%+28.4pp |
| Annual return | 4.29% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $18,356 | $1,042+1661.8% | $1,924+853.8% | $2,281+704.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,363 | $3,771+280.9% | $4,815+198.3% | $4,296+234.4% |