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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 | $213,518 | $114,712+86.1% | $173,730+22.9% | $87,485+144.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 1.08% | 20.18%-19.1pp | 19.96%-18.9pp | 26.06%-25.0pp |
| Employer contribution / active EE | $32,137 | $2,904+1006.6% | $4,577+602.1% | $2,596+1137.8% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $21,738 | $10,210+112.9% | $17,523+24.1% | $7,775+179.6% |