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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 | $145,006 | $96,956+49.6% | $69,779+107.8% | $273,972-47.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 1.27% | 12.93%-11.7pp | 12.99%-11.7pp | 41.46%-40.2pp |
| Employer contribution / active EE | $12,539 | $3,316+278.2% | $2,338+436.2% | $4,869+157.5% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,303 | $7,934+67.7% | $4,381+203.7% | $10,133+31.3% |