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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 | $102,646 | $65,041+57.8% | $90,965+12.8% | $79,858+28.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 2.28% | 30.45%-28.2pp | 134.57%-132.3pp | 31.72%-29.4pp |
| Employer contribution / active EE | $2,778 | $1,247+122.7% | $2,122+30.9% | $2,471+12.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,264 | $4,536-50.1% | $5,960-62.0% | $5,306-57.3% |