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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 | $144,979 | $77,574+86.9% | $108,753+33.3% | $86,983+66.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 7.78% | 18.42%-10.6pp | 37.47%-29.7pp | 25.83%-18.0pp |
| Employer contribution / active EE | $741 | $1,611-54.0% | $2,427-69.5% | $2,584-71.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,833 | $6,529-10.7% | $10,320-43.5% | $7,856-25.8% |