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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 | $176,573 | $113,338+55.8% | $94,993+85.9% | $147,586+19.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 1.32% | 20.80%-19.5pp | 27.14%-25.8pp | 578.59%-577.3pp |
| Employer contribution / active EE | $9,350 | $3,160+195.8% | $2,603+259.1% | $4,876+91.7% |
| Participant deferral / active EE | $14,875 | $3,777+293.8% | $3,317+348.5% | $5,439+173.5% |
| Admin fee / account holder | $2,340 | $6,063-61.4% | $4,960-52.8% | $10,886-78.5% |