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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 | $33,282 | $106,974-68.9% | $90,796-63.3% | $138,895-76.0% |
| Participation rate | 90.9% | 74.9%+16.0pp | 69.5%+21.4pp | 79.9%+11.0pp |
| Annual return | 2.27% | 20.10%-17.8pp | 19.29%-17.0pp | 145.39%-143.1pp |
| Employer contribution / active EE | $2,398 | $2,609-8.1% | $2,294+4.6% | $4,194-42.8% |
| Participant deferral / active EE | $6,413 | $4,455+44.0% | $3,822+67.8% | $6,396+0.3% |
| Admin fee / account holder | $188,024 | $8,626+2079.7% | $7,024+2577.0% | $12,562+1396.7% |