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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 | $88,996+180.4% | $78,004+219.9% | $138,895+79.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 0.28% | 28.03%-27.8pp | 31.07%-30.8pp | 145.39%-145.1pp |
| Employer contribution / active EE | $819 | $2,917-71.9% | $2,469-66.8% | $4,194-80.5% |
| Participant deferral / active EE | $1,146 | $4,724-75.7% | $4,092-72.0% | $6,396-82.1% |
| Admin fee / account holder | $235,333 | $8,807+2572.0% | $7,578+3005.5% | $12,562+1773.4% |