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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 | $153,376 | $74,535+105.8% | $100,712+52.3% | $82,637+85.6% |
| Participation rate | 98.1% | 61.2%+36.9pp | 69.3%+28.8pp | 68.1%+30.0pp |
| Annual return | 0.81% | 18.92%-18.1pp | 33.27%-32.5pp | 53.51%-52.7pp |
| Employer contribution / active EE | $11,956 | $1,503+695.6% | $2,313+417.0% | $2,552+368.5% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,548 | $6,576+106.0% | $9,256+46.4% | $7,339+84.6% |