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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 | $126,661-23.0% | $113,397-13.9% | $138,895-29.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 5.74% | 25.05%-19.3pp | 23.20%-17.5pp | 145.39%-139.7pp |
| Employer contribution / active EE | $19,273 | $3,456+457.6% | $2,977+547.3% | $4,194+359.5% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $191,707 | $14,549+1217.6% | $11,957+1503.3% | $12,562+1426.1% |