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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 | $219,583 | $103,387+112.4% | $87,102+152.1% | $152,885+43.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.38% | 28.10%-25.7pp | 28.19%-25.8pp | 345.39%-343.0pp |
| Employer contribution / active EE | $7,143 | $3,221+121.8% | $2,521+183.3% | $4,763+50.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,869 | $12,193-76.5% | $7,491-61.7% | $11,598-75.3% |