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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 | $146,745 | $65,364+124.5% | $92,909+57.9% | $72,975+101.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.58% | 42.11%-27.5pp | 109.44%-94.9pp | 81.01%-66.4pp |
| Employer contribution / active EE | $6,000 | $2,594+131.3% | $3,653+64.2% | $2,440+145.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $556 | $4,251-86.9% | $5,795-90.4% | $5,124-89.1% |