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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 | $98,520 | $134,817-26.9% | $123,973-20.5% | $155,188-36.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 6.17% | 515.49%-509.3pp | 388.13%-382.0pp | 148.84%-142.7pp |
| Employer contribution / active EE | $3,333 | $4,425-24.7% | $4,126-19.2% | $4,248-21.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $29,114 | $13,245+119.8% | $11,799+146.8% | $14,480+101.1% |