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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 | $97,591 | $124,425-21.6% | $112,040-12.9% | $137,256-28.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.74% | 24.72%-19.0pp | 24.52%-18.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $19,273 | $3,411+464.9% | $2,954+552.4% | $4,156+363.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $191,707 | $15,207+1160.7% | $12,098+1484.6% | $12,270+1462.4% |