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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 | $87,332 | $63,082+38.4% | $81,716+6.9% | $79,852+9.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 5.27% | 22.66%-17.4pp | 29.49%-24.2pp | 31.72%-26.4pp |
| Employer contribution / active EE | $6,731 | $1,795+274.9% | $4,310+56.1% | $2,471+172.4% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,607 | $4,428-63.7% | $5,159-68.9% | $5,306-69.7% |