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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 | $212,431 | $215,361-1.4% | $171,082+24.2% | $273,972-22.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.14% | 25.14%-25.0pp | 32.56%-32.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $18,625 | $4,967+275.0% | $4,002+365.4% | $4,869+282.5% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,332 | $10,846-87.7% | $8,520-84.4% | $10,133-86.9% |