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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 | $216,731 | $73,978+193.0% | $96,515+124.6% | $75,173+188.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 2.07% | 26.72%-24.7pp | 35.73%-33.7pp | 160.72%-158.7pp |
| Employer contribution / active EE | $2,703 | $2,931-7.8% | $3,740-27.7% | $2,671+1.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,500 | $5,219+120.4% | $6,735+70.7% | $5,651+103.5% |