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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 | $139,952 | $103,392+35.4% | $87,104+60.7% | $152,897-8.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 1.30% | 28.10%-26.8pp | 28.19%-26.9pp | 345.43%-344.1pp |
| Employer contribution / active EE | $9,196 | $3,221+185.5% | $2,521+264.7% | $4,764+93.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,054 | $12,194-83.2% | $7,491-72.6% | $11,599-82.3% |