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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 | $191,743 | $149,741+28.0% | $118,914+61.2% | $158,982+20.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 0.58% | 19.94%-19.4pp | 35.89%-35.3pp | 302.99%-302.4pp |
| Employer contribution / active EE | $27,365 | $4,119+564.4% | $3,264+738.3% | $4,763+474.6% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,030 | $8,607-53.2% | $6,582-38.8% | $11,252-64.2% |