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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 | $167,928 | $76,371+119.9% | $93,621+79.4% | $72,976+130.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 3.60% | 25.82%-22.2pp | 32.76%-29.2pp | 81.02%-77.4pp |
| Employer contribution / active EE | $9,615 | $2,276+322.5% | $2,719+253.7% | $2,440+294.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,081 | $6,839-55.0% | $7,890-61.0% | $5,124-39.9% |