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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 | $182,068 | $78,670+131.4% | $109,173+66.8% | $85,847+112.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 1.61% | 25.09%-23.5pp | 25.75%-24.1pp | 318.61%-317.0pp |
| Employer contribution / active EE | $10,781 | $2,734+294.4% | $3,723+189.6% | $2,565+320.3% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,786 | $5,469+24.1% | $6,755+0.5% | $6,261+8.4% |