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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 | $161,497 | $88,707+82.1% | $74,184+117.7% | $273,972-41.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -0.22% | 11.94%-12.2pp | 17.74%-18.0pp | 41.46%-41.7pp |
| Employer contribution / active EE | $3,125 | $3,159-1.1% | $2,370+31.8% | $4,869-35.8% |
| Participant deferral / active EE | $2,000 | $4,212-52.5% | $3,550-43.7% | $5,287-62.2% |
| Admin fee / account holder | $51,002 | $8,717+485.1% | $5,586+813.1% | $10,133+403.3% |