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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 | $147,556 | $101,798+44.9% | $165,071-10.6% | $80,935+82.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 1.37% | 16.73%-15.4pp | 70.17%-68.8pp | 35.66%-34.3pp |
| Employer contribution / active EE | $3,943 | $2,954+33.4% | $4,347-9.3% | $2,757+43.0% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,279 | $8,221-84.4% | $12,695-89.9% | $6,924-81.5% |