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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 | $195,225 | $99,345+96.5% | $84,753+130.3% | $273,972-28.7% |
| Participation rate | 95.5% | 80.7%+14.8pp | 76.6%+18.9pp | 83.0%+12.4pp |
| Annual return | 0.05% | 22.93%-22.9pp | 22.78%-22.7pp | 41.46%-41.4pp |
| Employer contribution / active EE | $15,909 | $4,214+277.5% | $3,574+345.1% | $4,869+226.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,031 | $6,645-54.4% | $5,333-43.2% | $10,133-70.1% |