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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 | $156,677 | $228,352-31.4% | $185,835-15.7% | $158,966-1.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.52% | 40.81%-39.3pp | 35.96%-34.4pp | 302.95%-301.4pp |
| Employer contribution / active EE | $2,916 | $4,967-41.3% | $4,087-28.7% | $4,762-38.8% |
| Participant deferral / active EE | $3,172 | $6,416-50.6% | $5,633-43.7% | $5,983-47.0% |
| Admin fee / account holder | $31,757 | $11,867+167.6% | $9,502+234.2% | $11,250+182.3% |