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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 | $56,504 | $239,571-76.4% | $183,328-69.2% | $137,256-58.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 3.28% | 35.69%-32.4pp | 29.67%-26.4pp | 220.34%-217.1pp |
| Employer contribution / active EE | $2,846 | $6,148-53.7% | $5,055-43.7% | $4,156-31.5% |
| Participant deferral / active EE | $3,537 | $7,995-55.8% | $6,795-48.0% | $6,407-44.8% |
| Admin fee / account holder | $144,720 | $30,059+381.5% | $21,427+575.4% | $12,270+1079.4% |