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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 | $169,730 | $89,652+89.3% | $141,197+20.2% | $65,186+160.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 2.73% | 32.79%-30.1pp | 71.41%-68.7pp | 29.39%-26.7pp |
| Employer contribution / active EE | $743 | $3,065-75.7% | $4,736-84.3% | $2,177-65.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $14,027 | $569+2367.2% | $10,265+36.6% | $847+1555.6% |