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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 | $143,551 | $108,825+31.9% | $156,181-8.1% | $82,448+74.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 4.03% | 20.59%-16.6pp | 64.87%-60.8pp | 41.64%-37.6pp |
| Employer contribution / active EE | $3,943 | $2,870+37.4% | $4,294-8.2% | $2,551+54.6% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,949 | $9,341+102.9% | $14,586+29.9% | $7,234+161.9% |