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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 | $191,521 | $135,956+40.9% | $123,894+54.6% | $273,972-30.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.44% | 56.63%-56.2pp | 47.52%-47.1pp | 41.46%-41.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,760 | $6,343+38.1% | $5,984+46.4% | $5,287+65.7% |
| Admin fee / account holder | $16,399 | $9,817+67.0% | $8,357+96.2% | $10,133+61.8% |