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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 | $195,197 | $96,956+101.3% | $69,779+179.7% | $273,972-28.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 0.40% | 12.93%-12.5pp | 12.99%-12.6pp | 41.46%-41.1pp |
| Employer contribution / active EE | $7,143 | $3,316+115.4% | $2,338+205.5% | $4,869+46.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,470 | $7,934-31.1% | $4,381+24.9% | $10,133-46.0% |