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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 | $183,318 | $109,359+67.6% | $162,177+13.0% | $72,975+151.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 2.22% | 25.46%-23.2pp | 115.60%-113.4pp | 81.01%-78.8pp |
| Employer contribution / active EE | $24,774 | $3,907+534.0% | $5,613+341.4% | $2,440+915.3% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,356 | $7,972+105.2% | $10,843+50.8% | $5,124+219.2% |