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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 | $159,496 | $95,453+67.1% | $112,040+42.4% | $82,448+93.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 5.15% | 23.92%-18.8pp | 24.52%-19.4pp | 41.64%-36.5pp |
| Employer contribution / active EE | $10,605 | $2,318+357.5% | $2,954+259.0% | $2,551+315.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,673 | $9,013-48.2% | $12,098-61.4% | $7,234-35.4% |