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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 | $135,704 | $123,793+9.6% | $177,840-23.7% | $79,852+69.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 1.20% | 22.82%-21.6pp | 48.32%-47.1pp | 31.72%-30.5pp |
| Employer contribution / active EE | $4,138 | $4,095+1.0% | $5,919-30.1% | $2,471+67.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $39,125 | $7,243+440.2% | $12,431+214.7% | $5,306+637.3% |