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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 | $122,264 | $157,304-22.3% | $141,197-13.4% | $152,909-20.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.34% | 64.34%-60.0pp | 71.41%-67.1pp | 345.46%-341.1pp |
| Employer contribution / active EE | $4,091 | $5,263-22.3% | $4,736-13.6% | $4,764-14.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33,334 | $12,126+174.9% | $10,265+224.7% | $11,601+187.3% |