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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 | $141,211 | $149,778-5.7% | $118,946+18.7% | $158,966-11.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.08% | 19.95%-15.9pp | 35.89%-31.8pp | 302.95%-298.9pp |
| Employer contribution / active EE | $6,250 | $4,117+51.8% | $3,263+91.5% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,075 | $8,604-75.9% | $6,581-68.5% | $11,250-81.6% |