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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 | $70,529 | $183,539-61.6% | $155,556-54.7% | $145,897-51.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.98% | 61.31%-56.3pp | 64.84%-59.9pp | 552.29%-547.3pp |
| Employer contribution / active EE | $1,836 | $5,315-65.5% | $4,675-60.7% | $4,663-60.6% |
| Participant deferral / active EE | $3,942 | $6,467-39.0% | $5,631-30.0% | $6,689-41.1% |
| Admin fee / account holder | $141,678 | $19,275+635.0% | $15,885+791.9% | $13,390+958.1% |