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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 | $209,492 | $96,558+117.0% | $80,977+158.7% | $273,972-23.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.18% | 15.14%-14.0pp | 17.11%-15.9pp | 41.46%-40.3pp |
| Employer contribution / active EE | $3,249 | $4,869-33.3% | $3,715-12.5% | $4,869-33.3% |
| Participant deferral / active EE | $4,902 | $6,598-25.7% | $5,696-13.9% | $5,287-7.3% |
| Admin fee / account holder | $12,843 | $7,493+71.4% | $5,517+132.8% | $10,133+26.7% |