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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 | $94,125 | $76,371+23.2% | $93,621+0.5% | $72,976+29.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 3.80% | 25.82%-22.0pp | 32.76%-29.0pp | 81.02%-77.2pp |
| Employer contribution / active EE | $4,512 | $2,276+98.2% | $2,719+65.9% | $2,440+84.9% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,614 | $6,839-47.2% | $7,890-54.2% | $5,124-29.5% |