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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 | $107,976 | $45,087+139.5% | $69,483+55.4% | $72,976+48.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 3.03% | 22.67%-19.6pp | 28.99%-26.0pp | 81.02%-78.0pp |
| Employer contribution / active EE | $6,450 | $2,055+213.8% | $2,780+132.0% | $2,440+164.3% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,913 | $3,057+28.0% | $3,841+1.9% | $5,124-23.6% |