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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 | $140,884 | $157,304-10.4% | $141,197-0.2% | $152,909-7.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.91% | 64.34%-62.4pp | 71.41%-69.5pp | 345.46%-343.6pp |
| Employer contribution / active EE | $16,100 | $5,263+205.9% | $4,736+239.9% | $4,764+238.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $40,006 | $12,126+229.9% | $10,265+289.7% | $11,601+244.9% |