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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 | $172,946 | $85,515+102.2% | $112,040+54.4% | $67,986+154.4% |
| Participation rate | 95.5% | 68.2%+27.3pp | 76.5%+19.0pp | 57.2%+38.3pp |
| Annual return | 3.38% | 29.68%-26.3pp | 24.52%-21.1pp | 31.67%-28.3pp |
| Employer contribution / active EE | $2,679 | $2,191+22.3% | $2,954-9.3% | $2,019+32.7% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $47,904 | $3,774+1169.4% | $12,098+296.0% | $3,203+1395.5% |