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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 | $121,686 | $56,894+113.9% | $84,753+43.6% | $62,881+93.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.66% | 6.30%-5.6pp | 22.78%-22.1pp | 20.14%-19.5pp |
| Employer contribution / active EE | $7,243 | $2,400+201.8% | $3,574+102.6% | $2,281+217.5% |
| Participant deferral / active EE | $4,233 | $2,709+56.2% | $3,712+14.0% | $3,203+32.2% |
| Admin fee / account holder | $49,367 | $3,581+1278.6% | $5,333+825.7% | $4,296+1049.2% |