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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 | $205,058 | $79,961+156.4% | $98,462+108.3% | $75,177+172.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 1.61% | 19.75%-18.1pp | 21.17%-19.6pp | 160.75%-159.1pp |
| Employer contribution / active EE | $11,667 | $2,264+415.3% | $3,049+282.7% | $2,671+336.8% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,196 | $6,842+5.2% | $8,875-18.9% | $5,651+27.3% |