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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 | $135,702 | $73,988+83.4% | $96,538+40.6% | $75,177+80.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 1.57% | 26.73%-25.2pp | 35.74%-34.2pp | 160.75%-159.2pp |
| Employer contribution / active EE | $10,150 | $2,930+246.4% | $3,740+171.4% | $2,671+280.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,883 | $5,220+51.0% | $6,737+17.0% | $5,651+39.5% |