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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 | $170,168 | $69,977+143.2% | $108,582+56.7% | $62,881+170.6% |
| Participation rate | 96.6% | 72.9%+23.7pp | 79.6%+17.0pp | 69.3%+27.2pp |
| Annual return | 2.18% | 10.73%-8.5pp | -51.70%+53.9pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,034 | $2,135-51.5% | $3,758-72.5% | $2,281-54.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,112 | $5,076-19.0% | $7,645-46.2% | $4,296-4.3% |