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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 | $241,051 | $101,798+136.8% | $165,071+46.0% | $80,935+197.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 3.17% | 16.73%-13.6pp | 70.17%-67.0pp | 35.66%-32.5pp |
| Employer contribution / active EE | $8,981 | $2,954+204.0% | $4,347+106.6% | $2,757+225.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $407 | $8,221-95.0% | $12,695-96.8% | $6,924-94.1% |