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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 | $148,265 | $201,344-26.4% | $184,243-19.5% | $145,877+1.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -0.50% | 29.01%-29.5pp | 28.82%-29.3pp | 551.28%-551.8pp |
| Employer contribution / active EE | $2,484 | $7,022-64.6% | $6,427-61.4% | $4,663-46.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,531 | $16,382-66.2% | $13,914-60.3% | $13,402-58.7% |