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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 | $85,819 | $47,944+79.0% | $67,834+26.5% | $62,881+36.5% |
| Participation rate | 88.9% | 61.1%+27.8pp | 68.8%+20.1pp | 69.3%+19.6pp |
| Annual return | 0.31% | 11.77%-11.5pp | 138.47%-138.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $16,677 | $1,562+967.6% | $2,403+593.9% | $2,281+631.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,179 | $3,712+39.5% | $4,622+12.0% | $4,296+20.6% |