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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 | $175,945 | $39,132+349.6% | $57,196+207.6% | $62,881+179.8% |
| Participation rate | 98.0% | 70.5%+27.5pp | 75.3%+22.6pp | 69.3%+28.7pp |
| Annual return | 0.09% | 9.24%-9.1pp | 14.59%-14.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,097 | $1,874+172.0% | $2,683+90.0% | $2,281+123.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,688 | $2,594+350.6% | $3,141+272.2% | $4,296+172.1% |