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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 | $144,746 | $135,956+6.5% | $123,894+16.8% | $273,972-47.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.56% | 56.63%-55.1pp | 47.52%-46.0pp | 41.46%-39.9pp |
| Employer contribution / active EE | $6,250 | $5,170+20.9% | $4,617+35.4% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,501 | $9,817-54.2% | $8,357-46.1% | $10,133-55.6% |