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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 | $161,877 | $71,057+127.8% | $93,654+72.8% | $80,874+100.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 1.17% | 11.26%-10.1pp | 133.34%-132.2pp | 35.62%-34.4pp |
| Employer contribution / active EE | $9,674 | $1,564+518.6% | $2,421+299.6% | $2,756+251.1% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,468 | $6,944-78.9% | $8,282-82.3% | $6,935-78.8% |