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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 | $135,232 | $118,467+14.2% | $98,450+37.4% | $139,456-3.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 2.73% | 18.95%-16.2pp | 21.16%-18.4pp | 373.45%-370.7pp |
| Employer contribution / active EE | $1,063 | $3,611-70.5% | $3,049-65.1% | $4,753-77.6% |
| Participant deferral / active EE | $1,616 | $5,393-70.0% | $4,739-65.9% | $6,711-75.9% |
| Admin fee / account holder | $163,032 | $14,057+1059.8% | $8,961+1719.2% | $11,407+1329.2% |