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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 | $178,242 | $58,627+204.0% | $76,735+132.3% | $82,448+116.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 7.10% | 39.10%-32.0pp | 29.77%-22.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $2,011 | $1,729+16.3% | $2,454-18.0% | $2,551-21.1% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $49,519 | $5,323+830.4% | $7,189+588.8% | $7,234+584.5% |