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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 | $173,833 | $73,988+134.9% | $96,538+80.1% | $75,177+131.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 4.23% | 26.73%-22.5pp | 35.74%-31.5pp | 160.75%-156.5pp |
| Employer contribution / active EE | $14,111 | $2,930+381.6% | $3,740+277.3% | $2,671+428.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,229 | $5,220-19.0% | $6,737-37.2% | $5,651-25.2% |