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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 | $135,666 | $63,082+115.1% | $81,726+66.0% | $79,856+69.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 0.95% | 22.66%-21.7pp | 29.49%-28.5pp | 31.71%-30.8pp |
| Employer contribution / active EE | $6,293 | $1,795+250.5% | $4,311+46.0% | $2,471+154.6% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,483 | $4,428+46.4% | $5,160+25.6% | $5,306+22.2% |