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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 | $143,547 | $79,894+79.7% | $135,792+5.7% | $82,637+73.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 6.05% | 17.20%-11.2pp | 25.96%-19.9pp | 53.51%-47.5pp |
| Employer contribution / active EE | $20,000 | $2,165+823.8% | $3,496+472.2% | $2,552+683.7% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,253 | $6,434-65.0% | $12,266-81.6% | $7,339-69.3% |