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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 | $152,336 | $181,062-15.9% | $158,223-3.7% | $155,188-1.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 4.40% | 57.39%-53.0pp | 52.09%-47.7pp | 148.84%-144.4pp |
| Employer contribution / active EE | $24,546 | $4,565+437.7% | $4,109+497.4% | $4,248+477.8% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,028 | $18,825-83.9% | $16,047-81.1% | $14,480-79.1% |