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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 | $130,558 | $162,812-19.8% | $133,971-2.5% | $158,966-17.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.22% | 41.94%-40.7pp | 45.09%-43.9pp | 302.95%-301.7pp |
| Employer contribution / active EE | $17,084 | $4,976+243.3% | $3,919+336.0% | $4,762+258.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,294 | $11,741-71.9% | $8,929-63.1% | $11,250-70.7% |