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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 | $113,707 | $165,939-31.5% | $122,354-7.1% | $147,586-23.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.26% | 34.56%-34.3pp | 30.28%-30.0pp | 578.59%-578.3pp |
| Employer contribution / active EE | $5,454 | $5,754-5.2% | $4,051+34.6% | $4,876+11.8% |
| Participant deferral / active EE | $17,600 | $4,005+339.4% | $3,287+435.4% | $5,439+223.6% |
| Admin fee / account holder | $28,756 | $7,425+287.3% | $5,479+424.9% | $10,886+164.2% |