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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 | $187,519 | $115,931+61.8% | $185,441+1.1% | $86,983+115.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 2.13% | 21.47%-19.3pp | 20.16%-18.0pp | 25.83%-23.7pp |
| Employer contribution / active EE | $17,308 | $2,937+489.3% | $4,672+270.4% | $2,584+569.7% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,223 | $10,687-23.1% | $17,890-54.0% | $7,856+4.7% |