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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 | $130,425 | $103,387+26.2% | $87,102+49.7% | $152,885-14.7% |
| Participation rate | 94.4% | 79.4%+15.1pp | 76.9%+17.6pp | 82.5%+12.0pp |
| Annual return | 2.37% | 28.10%-25.7pp | 28.19%-25.8pp | 345.39%-343.0pp |
| Employer contribution / active EE | $12,167 | $3,221+277.8% | $2,521+382.6% | $4,763+155.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,695 | $12,193-86.1% | $7,491-77.4% | $11,598-85.4% |