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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 | $231,619 | $56,287+311.5% | $80,977+186.0% | $62,881+268.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 1.44% | 22.13%-20.7pp | 17.11%-15.7pp | 20.14%-18.7pp |
| Employer contribution / active EE | $12,610 | $1,943+549.1% | $3,715+239.5% | $2,281+452.9% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $15,392 | $3,742+311.3% | $5,517+179.0% | $4,296+258.3% |