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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 | $180,327 | $58,493+208.3% | $84,023+114.6% | $72,976+147.1% |
| Participation rate | 94.6% | 61.2%+33.4pp | 69.0%+25.6pp | 69.5%+25.1pp |
| Annual return | 0.60% | 28.93%-28.3pp | 71.32%-70.7pp | 81.02%-80.4pp |
| Employer contribution / active EE | $2,703 | $1,163+132.4% | $1,984+36.2% | $2,440+10.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,068 | $4,569+186.0% | $6,102+114.2% | $5,124+155.0% |