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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 | $147,067 | $25,014+487.9% | $69,623+111.2% | $80,935+81.7% |
| Participation rate | 97.6% | 64.2%+33.4pp | 66.4%+31.2pp | 67.7%+30.0pp |
| Annual return | 2.15% | 19.08%-16.9pp | 101.23%-99.1pp | 35.66%-33.5pp |
| Employer contribution / active EE | $9,732 | $991+881.8% | $1,709+469.5% | $2,757+253.0% |
| Participant deferral / active EE | $0 | $1,840-100.0% | $2,890-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,656 | $2,491-33.5% | $4,696-64.7% | $6,924-76.1% |