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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 | $77,105 | $65,685+17.4% | $57,181+34.8% | $273,968-71.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.57% | 21.99%-21.4pp | 14.59%-14.0pp | 41.45%-40.9pp |
| Employer contribution / active EE | $7,280 | $3,279+122.0% | $2,682+171.4% | $4,869+49.5% |
| Participant deferral / active EE | $0 | $3,781-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,971 | $4,835+23.5% | $3,139+90.2% | $10,132-41.1% |