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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 | $68,579 | $181,896-62.3% | $156,551-56.2% | $273,972-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.54% | 30.74%-30.2pp | 32.23%-31.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $2,987 | $6,248-52.2% | $5,501-45.7% | $4,869-38.6% |
| Participant deferral / active EE | $23,053 | $5,550+315.4% | $4,871+373.3% | $5,287+336.0% |
| Admin fee / account holder | $305,598 | $15,560+1864.0% | $13,028+2245.7% | $10,133+2916.0% |