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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 | $142,301 | $142,426-0.1% | $115,167+23.6% | $152,909-6.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 2.36% | 41.48%-39.1pp | 35.60%-33.2pp | 345.46%-343.1pp |
| Employer contribution / active EE | $5,701 | $4,011+42.1% | $3,179+79.3% | $4,764+19.7% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,426 | $8,464-83.2% | $7,089-79.9% | $11,601-87.7% |