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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 | $116,224 | $56,894+104.3% | $84,753+37.1% | $62,881+84.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.13% | 6.30%-4.2pp | 22.78%-20.7pp | 20.14%-18.0pp |
| Employer contribution / active EE | $5,673 | $2,400+136.4% | $3,574+58.7% | $2,281+148.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,112 | $3,581+98.6% | $5,333+33.4% | $4,296+65.6% |