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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 | $151,539 | $103,038+47.1% | $90,324+67.8% | $152,909-0.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.82% | 95.25%-89.4pp | 78.15%-72.3pp | 345.46%-339.6pp |
| Employer contribution / active EE | $14,813 | $3,141+371.6% | $2,856+418.7% | $4,764+210.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,809 | $6,177+26.4% | $5,356+45.8% | $11,601-32.7% |