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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 | $141,592 | $76,367+85.4% | $93,614+51.3% | $72,983+94.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 1.69% | 25.82%-24.1pp | 32.76%-31.1pp | 81.01%-79.3pp |
| Employer contribution / active EE | $16,033 | $2,275+604.7% | $2,718+489.8% | $2,440+557.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $18,560 | $6,838+171.4% | $7,889+135.3% | $5,124+262.2% |