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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 | $144,171 | $157,276-8.3% | $141,177+2.1% | $152,885-5.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.61% | 64.33%-59.7pp | 71.40%-66.8pp | 345.39%-340.8pp |
| Employer contribution / active EE | $8,349 | $5,262+58.7% | $4,736+76.3% | $4,763+75.3% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,026 | $12,123+164.2% | $10,263+212.0% | $11,598+176.1% |