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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 | $140,883 | $88,672+58.9% | $105,223+33.9% | $82,448+70.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 1.32% | 30.86%-29.5pp | 180.65%-179.3pp | 41.64%-40.3pp |
| Employer contribution / active EE | $29,730 | $3,048+875.4% | $3,689+706.0% | $2,551+1065.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,463 | $7,146-37.6% | $8,859-49.6% | $7,234-38.3% |