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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 | $165,117 | $88,707+86.1% | $74,184+122.6% | $273,972-39.7% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 2.02% | 11.94%-9.9pp | 17.74%-15.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $6,211 | $3,159+96.6% | $2,370+162.0% | $4,869+27.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $32,799 | $8,717+276.3% | $5,586+487.2% | $10,133+223.7% |