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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 | $103,602 | $43,075+140.5% | $74,577+38.9% | $62,881+64.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 3.20% | 17.50%-14.3pp | 20.47%-17.3pp | 20.14%-16.9pp |
| Employer contribution / active EE | $5,971 | $1,498+298.7% | $2,525+136.5% | $2,281+161.8% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,787 | $2,840+33.3% | $4,138-8.5% | $4,296-11.8% |