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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 | $110,300 | $51,708+113.3% | $106,619+3.5% | $62,881+75.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | -0.73% | 4.69%-5.4pp | 9.42%-10.2pp | 20.14%-20.9pp |
| Employer contribution / active EE | $9,336 | $1,764+429.4% | $3,947+136.6% | $2,281+309.3% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,118 | $3,349+23.0% | $6,418-35.8% | $4,296-4.1% |