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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 | $217,698 | $115,931+87.8% | $185,441+17.4% | $86,983+150.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 5.41% | 21.47%-16.1pp | 20.16%-14.8pp | 25.83%-20.4pp |
| Employer contribution / active EE | $1,542 | $2,937-47.5% | $4,672-67.0% | $2,584-40.3% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $55,671 | $10,687+420.9% | $17,890+211.2% | $7,856+608.7% |