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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 | $162,067 | $70,366+130.3% | $66,674+143.1% | $138,895+16.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 0.67% | 386.41%-385.7pp | 321.24%-320.6pp | 145.39%-144.7pp |
| Employer contribution / active EE | $540 | $2,765-80.5% | $2,620-79.4% | $4,194-87.1% |
| Participant deferral / active EE | $860 | $4,374-80.3% | $4,084-78.9% | $6,396-86.5% |
| Admin fee / account holder | $37,980 | $5,262+621.7% | $5,098+645.0% | $12,562+202.3% |