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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 | $126,018 | $88,707+42.1% | $74,185+69.9% | $273,970-54.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.68% | 11.94%-10.3pp | 17.74%-16.1pp | 41.46%-39.8pp |
| Employer contribution / active EE | $5,918 | $3,159+87.3% | $2,370+149.7% | $4,869+21.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,170 | $8,717+39.6% | $5,586+117.9% | $10,132+20.1% |