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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 | $126,127 | $98,760+27.7% | $149,715-15.8% | $79,858+57.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.38% | 27.43%-24.0pp | 276.66%-273.3pp | 31.72%-28.3pp |
| Employer contribution / active EE | $8,327 | $3,217+158.9% | $4,645+79.3% | $2,471+237.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,843 | $6,053-3.5% | $9,310-37.2% | $5,306+10.1% |