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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 | $118,828 | $69,977+69.8% | $108,582+9.4% | $62,881+89.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 0.90% | 10.73%-9.8pp | -51.70%+52.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $11,975 | $2,135+460.9% | $3,758+218.6% | $2,281+425.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,342 | $5,076+162.8% | $7,645+74.5% | $4,296+210.6% |