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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 | $249,796 | $181,896+37.3% | $156,551+59.6% | $273,972-8.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.27% | 30.74%-30.5pp | 32.23%-32.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $44,761 | $6,248+616.4% | $5,501+713.6% | $4,869+819.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $392,924 | $15,560+2425.2% | $13,028+2916.0% | $10,133+3777.8% |