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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 | $87,465+97.7% | $122,979+40.6% | $65,306+164.8% |
| Participation rate | 95.5% | 66.0%+29.5pp | 77.2%+18.3pp | 57.7%+37.9pp |
| Annual return | 3.38% | 19.76%-16.4pp | 20.12%-16.7pp | 21.94%-18.6pp |
| Employer contribution / active EE | $2,679 | $2,156+24.2% | $3,062-12.5% | $1,967+36.2% |
| Participant deferral / active EE | $0 | $3,705-100.0% | $5,003-100.0% | $2,959-100.0% |
| Admin fee / account holder | $47,904 | $5,100+839.3% | $12,864+272.4% | $3,480+1276.6% |