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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 | $102,435 | $39,132+161.8% | $57,196+79.1% | $62,881+62.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.35% | 9.24%-9.6pp | 14.59%-14.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $3,779 | $1,874+101.7% | $2,683+40.8% | $2,281+65.7% |
| Participant deferral / active EE | $5,309 | $2,374+123.6% | $3,096+71.5% | $3,203+65.7% |
| Admin fee / account holder | $17,004 | $2,594+555.5% | $3,141+441.4% | $4,296+295.8% |