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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 | $164,402 | $58,493+181.1% | $84,023+95.7% | $72,976+125.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 7.26% | 28.93%-21.7pp | 71.32%-64.1pp | 81.02%-73.8pp |
| Employer contribution / active EE | $15,000 | $1,163+1189.7% | $1,984+656.1% | $2,440+514.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $28,831 | $4,569+531.1% | $6,102+372.5% | $5,124+462.6% |