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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 | $160,933 | $61,605+161.2% | $112,273+43.3% | $75,173+114.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 1.57% | 28.47%-26.9pp | 30.23%-28.7pp | 160.72%-159.1pp |
| Employer contribution / active EE | $16,400 | $2,015+713.7% | $3,431+377.9% | $2,671+514.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,800-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,572 | $4,862+55.7% | $7,752-2.3% | $5,651+34.0% |