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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 | $131,445 | $83,369+57.7% | $105,223+24.9% | $67,986+93.3% |
| Participation rate | 98.1% | 56.3%+41.8pp | 75.0%+23.0pp | 57.2%+40.9pp |
| Annual return | 1.62% | 24.64%-23.0pp | 180.65%-179.0pp | 31.67%-30.0pp |
| Employer contribution / active EE | $12,308 | $2,541+384.5% | $3,689+233.7% | $2,019+509.7% |
| Participant deferral / active EE | $6,355 | $3,295+92.9% | $5,072+25.3% | $3,358+89.3% |
| Admin fee / account holder | $12,649 | $4,073+210.6% | $8,859+42.8% | $3,203+294.9% |