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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 | $147,561 | $77,962+89.3% | $178,540-17.4% | $80,935+82.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 2.50% | 18.10%-15.6pp | 27.15%-24.6pp | 35.66%-33.2pp |
| Employer contribution / active EE | $1,126 | $2,280-50.6% | $3,953-71.5% | $2,757-59.2% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,062 | $7,156-15.3% | $10,424-41.8% | $6,924-12.5% |