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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 | $179,169 | $54,541+228.5% | $78,778+127.4% | $70,126+155.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 4.61% | 21.07%-16.5pp | 35.62%-31.0pp | 73.15%-68.5pp |
| Employer contribution / active EE | $5,787 | $1,089+431.6% | $1,986+191.4% | $2,343+147.0% |
| Participant deferral / active EE | $3,796 | $2,210+71.8% | $2,958+28.3% | $3,332+13.9% |
| Admin fee / account holder | $818 | $3,709-77.9% | $5,134-84.1% | $4,645-82.4% |