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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 | $157,569 | $86,330+82.5% | $121,871+29.3% | $94,015+67.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 4.00% | 14.95%-10.9pp | 13.57%-9.6pp | 17.84%-13.8pp |
| Employer contribution / active EE | $6,617 | $2,292+188.6% | $2,731+142.3% | $2,790+137.2% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,754 | $7,346-48.9% | $11,551-67.5% | $8,951-58.1% |