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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 | $165,051 | $76,551+115.6% | $123,894+33.2% | $62,881+162.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.96% | 18.68%-16.7pp | 47.52%-45.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $2,603 | $2,882-9.7% | $4,617-43.6% | $2,281+14.1% |
| Participant deferral / active EE | $5,544 | $4,840+14.6% | $5,984-7.4% | $3,203+73.1% |
| Admin fee / account holder | $64,999 | $4,826+1246.9% | $8,357+677.8% | $4,296+1413.1% |