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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 | $134,511 | $100,194+34.3% | $122,979+9.4% | $86,983+54.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 0.73% | 16.47%-15.7pp | 20.12%-19.4pp | 25.83%-25.1pp |
| Employer contribution / active EE | $7,903 | $2,326+239.8% | $3,062+158.1% | $2,584+205.8% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,997 | $10,148-21.2% | $12,864-37.8% | $7,856+1.8% |