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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 | $147,646 | $60,349+144.7% | $74,184+99.0% | $62,881+134.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.98% | 21.38%-18.4pp | 17.74%-14.8pp | 20.14%-17.2pp |
| Employer contribution / active EE | $7,297 | $1,680+334.3% | $2,370+207.9% | $2,281+219.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18,131 | $4,261+325.5% | $5,586+224.6% | $4,296+322.1% |