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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 | $130,765 | $144,130-9.3% | $117,860+10.9% | $147,585-11.4% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 0.78% | 531.20%-530.4pp | 335.10%-334.3pp | 578.58%-577.8pp |
| Employer contribution / active EE | $15,273 | $4,897+211.9% | $3,786+303.4% | $4,876+213.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $275,360 | $10,887+2429.3% | $8,021+3333.2% | $10,886+2429.6% |