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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 | $176,940 | $51,708+242.2% | $106,619+66.0% | $62,881+181.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 3.96% | 4.69%-0.7pp | 9.42%-5.5pp | 20.14%-16.2pp |
| Employer contribution / active EE | $7,500 | $1,764+325.3% | $3,947+90.0% | $2,281+228.8% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,843 | $3,349+74.5% | $6,418-9.0% | $4,296+36.0% |