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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 | $153,376 | $73,787+107.9% | $98,716+55.4% | $82,448+86.0% |
| Participation rate | 98.1% | 61.4%+36.7pp | 69.3%+28.8pp | 68.1%+30.0pp |
| Annual return | 0.81% | 18.57%-17.8pp | 31.81%-31.0pp | 41.64%-40.8pp |
| Employer contribution / active EE | $11,956 | $1,511+691.1% | $2,279+424.7% | $2,551+368.7% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,548 | $6,500+108.4% | $8,703+55.7% | $7,234+87.3% |