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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 | $177,752 | $124,330+43.0% | $109,173+62.8% | $167,536+6.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 1.04% | 26.04%-25.0pp | 25.75%-24.7pp | 478.82%-477.8pp |
| Employer contribution / active EE | $7,083 | $4,209+68.3% | $3,723+90.2% | $4,839+46.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,336 | $7,974-83.2% | $6,755-80.2% | $12,315-89.1% |