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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 | $136,080 | $80,855+68.3% | $153,416-11.3% | $86,983+56.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 74.3%+25.7pp | 69.5%+30.5pp |
| Annual return | 3.38% | 16.18%-12.8pp | 17.84%-14.5pp | 25.83%-22.4pp |
| Employer contribution / active EE | $2,400 | $2,308+4.0% | $3,764-36.2% | $2,584-7.1% |
| Participant deferral / active EE | $0 | $3,333-100.0% | $4,723-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,701 | $6,908+11.5% | $13,095-41.2% | $7,856-2.0% |