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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 | $234,131 | $58,493+300.3% | $84,021+178.7% | $72,975+220.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 7.22% | 28.93%-21.7pp | 71.32%-64.1pp | 81.01%-73.8pp |
| Employer contribution / active EE | $15,866 | $1,163+1264.1% | $1,984+699.8% | $2,440+550.2% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,600 | $4,569+132.0% | $6,102+73.7% | $5,124+106.9% |