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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 | $119,514 | $124,346-3.9% | $111,308+7.4% | $167,536-28.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.73% | 37.45%-30.7pp | 54.67%-47.9pp | 478.82%-472.1pp |
| Employer contribution / active EE | $28,475 | $3,437+728.4% | $2,732+942.4% | $4,839+488.4% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $183,351 | $10,621+1626.2% | $7,965+2201.9% | $12,315+1388.9% |