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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 | $103,359 | $54,541+89.5% | $78,778+31.2% | $70,126+47.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 1.69% | 21.07%-19.4pp | 35.62%-33.9pp | 73.15%-71.5pp |
| Employer contribution / active EE | $4,630 | $1,089+325.3% | $1,986+133.2% | $2,343+97.6% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,497 | $3,709-59.6% | $5,134-70.8% | $4,645-67.8% |