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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 | $169,522 | $52,580+222.4% | $71,671+136.5% | $70,126+141.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 4.09% | 20.25%-16.2pp | 20.65%-16.6pp | 73.15%-69.1pp |
| Employer contribution / active EE | $8,226 | $1,616+409.1% | $2,460+234.4% | $2,343+251.2% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,053 | $3,653-16.4% | $5,558-45.1% | $4,645-34.3% |