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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 | $178,726 | $87,225+104.9% | $158,226+13.0% | $94,015+90.1% |
| Participation rate | 94.2% | 67.9%+26.3pp | 74.8%+19.4pp | 70.8%+23.4pp |
| Annual return | 1.69% | 16.34%-14.6pp | 501.41%-499.7pp | 17.84%-16.2pp |
| Employer contribution / active EE | $21,154 | $2,217+854.3% | $2,986+608.6% | $2,790+658.2% |
| Participant deferral / active EE | $0 | $3,405-100.0% | $4,317-100.0% | $4,249-100.0% |
| Admin fee / account holder | $45,089 | $7,888+471.6% | $10,217+341.3% | $8,951+403.7% |