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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 | $149,872 | $153,769-2.5% | $133,975+11.9% | $273,972-45.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.34% | 36.51%-38.9pp | 29.29%-31.6pp | 41.46%-43.8pp |
| Employer contribution / active EE | $11,250 | $6,029+86.6% | $5,211+115.9% | $4,869+131.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $560,017 | $11,765+4660.2% | $9,324+5905.9% | $10,133+5426.9% |