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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 | $149,974 | $111,814+34.1% | $103,378+45.1% | $145,978+2.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.28% | 24.80%-23.5pp | 24.91%-23.6pp | 550.52%-549.2pp |
| Employer contribution / active EE | $19,074 | $4,215+352.5% | $3,870+392.8% | $4,662+309.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,115 | $9,764+24.1% | $8,401+44.2% | $13,400-9.6% |