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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 | $164,063 | $81,457+101.4% | $103,378+58.7% | $80,911+102.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 4.78% | 25.58%-20.8pp | 24.91%-20.1pp | 35.63%-30.9pp |
| Employer contribution / active EE | $6,485 | $3,107+108.7% | $3,870+67.5% | $2,756+135.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,170 | $6,717-82.6% | $8,401-86.1% | $6,935-83.1% |