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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 | $208,787 | $88,583+135.7% | $88,497+135.9% | $273,972-23.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 2.54% | 5.68%-3.1pp | 7.63%-5.1pp | 41.46%-38.9pp |
| Employer contribution / active EE | $7,402 | $4,502+64.4% | $4,036+83.4% | $4,869+52.0% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $107,988 | $8,980+1102.6% | $6,220+1636.3% | $10,133+965.8% |