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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 | $144,387 | $123,793+16.6% | $177,840-18.8% | $79,852+80.8% |
| Participation rate | 98.6% | 84.7%+13.9pp | 87.7%+10.8pp | 69.6%+28.9pp |
| Annual return | 1.60% | 22.82%-21.2pp | 48.32%-46.7pp | 31.72%-30.1pp |
| Employer contribution / active EE | $7,826 | $4,095+91.1% | $5,919+32.2% | $2,471+216.7% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,375 | $7,243-81.0% | $12,431-88.9% | $5,306-74.1% |