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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 | $249,547 | $87,166+186.3% | $76,735+225.2% | $137,256+81.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 0.28% | 26.50%-26.2pp | 29.77%-29.5pp | 220.34%-220.1pp |
| Employer contribution / active EE | $819 | $2,904-71.8% | $2,454-66.6% | $4,156-80.3% |
| Participant deferral / active EE | $1,146 | $4,726-75.7% | $4,088-72.0% | $6,407-82.1% |
| Admin fee / account holder | $235,333 | $8,403+2700.5% | $7,189+3173.4% | $12,270+1817.9% |