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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 | $187,519 | $110,137+70.3% | $161,149+16.4% | $82,637+126.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 2.13% | 20.69%-18.6pp | 21.16%-19.0pp | 53.51%-51.4pp |
| Employer contribution / active EE | $17,308 | $2,856+506.0% | $4,360+297.0% | $2,552+578.2% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,223 | $9,467-13.1% | $15,194-45.9% | $7,339+12.1% |