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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 | $113,778 | $183,592-38.0% | $155,567-26.9% | $145,959-22.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.22% | 61.24%-57.0pp | 64.74%-60.5pp | 561.95%-557.7pp |
| Employer contribution / active EE | $3,289 | $5,315-38.1% | $4,674-29.6% | $4,661-29.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,987 | $19,318-63.8% | $15,916-56.1% | $13,398-47.9% |