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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 | $138,537 | $180,028-23.0% | $138,135+0.3% | $158,950-12.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 1.15% | 21.68%-20.5pp | 20.51%-19.4pp | 302.91%-301.8pp |
| Employer contribution / active EE | $28,500 | $7,470+281.5% | $5,587+410.1% | $4,762+498.5% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $375 | $17,912-97.9% | $11,856-96.8% | $11,248-96.7% |