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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 | $81,403+67.2% | $147,027-7.4% | $87,485+55.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 3.38% | 16.51%-13.1pp | 20.23%-16.9pp | 26.06%-22.7pp |
| Employer contribution / active EE | $2,400 | $2,205+8.8% | $3,626-33.8% | $2,596-7.6% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,701 | $6,755+14.0% | $12,223-37.0% | $7,775-1.0% |