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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 | $131,445 | $80,674+62.9% | $119,126+10.3% | $64,340+104.3% |
| Participation rate | 98.1% | 55.2%+42.9pp | 75.8%+22.3pp | 55.2%+42.8pp |
| Annual return | 1.62% | 26.86%-25.2pp | 282.11%-280.5pp | 24.14%-22.5pp |
| Employer contribution / active EE | $12,308 | $2,564+380.0% | $4,034+205.1% | $1,862+561.2% |
| Participant deferral / active EE | $6,355 | $3,053+108.1% | $5,318+19.5% | $2,980+113.2% |
| Admin fee / account holder | $12,649 | $4,559+177.4% | $10,693+18.3% | $3,703+241.6% |