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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 | $96,281 | $52,306+84.1% | $69,779+38.0% | $62,881+53.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 3.97% | 13.35%-9.4pp | 12.99%-9.0pp | 20.14%-16.2pp |
| Employer contribution / active EE | $10,062 | $1,799+459.3% | $2,338+330.3% | $2,281+341.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,533 | $3,691+131.2% | $4,381+94.8% | $4,296+98.6% |