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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 | $132,843 | $41,377+221.1% | $109,313+21.5% | $62,881+111.3% |
| Participation rate | 93.9% | 57.5%+36.3pp | 71.3%+22.6pp | 69.3%+24.6pp |
| Annual return | 1.13% | 11.05%-9.9pp | 22.07%-20.9pp | 20.14%-19.0pp |
| Employer contribution / active EE | $6,632 | $1,276+419.7% | $3,892+70.4% | $2,281+190.7% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,867 | $2,884+103.4% | $5,666+3.5% | $4,296+36.6% |