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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 | $152,093 | $58,828+158.5% | $78,002+95.0% | $62,881+141.9% |
| Participation rate | 97.1% | 71.1%+26.0pp | 75.5%+21.5pp | 69.3%+27.8pp |
| Annual return | 0.29% | 17.16%-16.9pp | 425.99%-425.7pp | 20.14%-19.9pp |
| Employer contribution / active EE | $1,819 | $1,672+8.8% | $2,470-26.4% | $2,281-20.2% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,807 | $4,393+100.5% | $5,481+60.7% | $4,296+105.0% |