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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 | $242,109 | $63,861+279.1% | $104,639+131.4% | $79,856+203.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 0.81% | 21.30%-20.5pp | 340.67%-339.9pp | 31.71%-30.9pp |
| Employer contribution / active EE | $8,726 | $1,588+449.4% | $2,682+225.4% | $2,471+253.1% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,788 | $4,185+14.4% | $6,465-25.9% | $5,306-9.8% |