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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 | $179,988 | $79,955+125.1% | $98,461+82.8% | $75,173+139.4% |
| Participation rate | 92.0% | 70.4%+21.6pp | 75.2%+16.8pp | 67.2%+24.8pp |
| Annual return | 0.33% | 19.75%-19.4pp | 21.17%-20.8pp | 160.72%-160.4pp |
| Employer contribution / active EE | $12,894 | $2,264+469.5% | $3,049+322.9% | $2,671+382.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $22,754 | $6,841+232.6% | $8,961+153.9% | $5,651+302.7% |