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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 | $206,775 | $99,345+108.1% | $84,753+144.0% | $273,972-24.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 1.79% | 22.93%-21.1pp | 22.78%-21.0pp | 41.46%-39.7pp |
| Employer contribution / active EE | $21,739 | $4,214+415.9% | $3,574+508.2% | $4,869+346.5% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $50,009 | $6,645+652.5% | $5,333+837.7% | $10,133+393.5% |