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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 | $127,718 | $88,672+44.0% | $105,223+21.4% | $82,448+54.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.29% | 30.86%-25.6pp | 180.65%-175.4pp | 41.64%-36.3pp |
| Employer contribution / active EE | $8,511 | $3,048+179.2% | $3,689+130.7% | $2,551+233.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,269 | $7,146+43.7% | $8,859+15.9% | $7,234+41.9% |