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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 | $129,070 | $88,672+45.6% | $105,223+22.7% | $82,448+56.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.24% | 30.86%-26.6pp | 180.65%-176.4pp | 41.64%-37.4pp |
| Employer contribution / active EE | $8,882 | $3,048+191.4% | $3,689+140.8% | $2,551+248.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,123 | $7,146-70.3% | $8,859-76.0% | $7,234-70.7% |