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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 | $122,034 | $63,355+92.6% | $91,994+32.7% | $72,983+67.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 2.35% | 35.35%-33.0pp | 69.03%-66.7pp | 81.01%-78.7pp |
| Employer contribution / active EE | $17,281 | $2,116+716.9% | $3,452+400.6% | $2,440+608.3% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,486 | $4,668+188.9% | $7,743+74.2% | $5,124+163.2% |