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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 | $133,714 | $105,960+26.2% | $81,726+63.6% | $158,982-15.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 1.13% | 38.19%-37.1pp | 29.49%-28.4pp | 302.99%-301.9pp |
| Employer contribution / active EE | $7,394 | $7,805-5.3% | $4,311+71.5% | $4,763+55.2% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,765 | $8,494-79.2% | $5,160-65.8% | $11,252-84.3% |