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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 | $154,248 | $98,776+56.2% | $149,745+3.0% | $79,856+93.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 0.44% | 27.38%-26.9pp | 276.72%-276.3pp | 31.71%-31.3pp |
| Employer contribution / active EE | $13,021 | $3,217+304.7% | $4,646+180.3% | $2,471+426.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,685 | $6,053-39.1% | $9,312-60.4% | $5,306-30.6% |