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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 | $170,313 | $82,523+106.4% | $115,752+47.1% | $70,126+142.9% |
| Participation rate | 93.8% | 74.0%+19.8pp | 77.8%+16.0pp | 69.5%+24.2pp |
| Annual return | 0.32% | 28.22%-27.9pp | 19.41%-19.1pp | 73.15%-72.8pp |
| Employer contribution / active EE | $16,667 | $2,758+504.3% | $3,492+377.3% | $2,343+611.5% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,603 | $4,552+67.0% | $6,278+21.1% | $4,645+63.7% |