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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 | $190,098 | $154,193+23.3% | $130,045+46.2% | $139,466+36.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1.51% | 32.51%-31.0pp | -137.30%+138.8pp | 373.66%-372.2pp |
| Employer contribution / active EE | $10,367 | $5,292+95.9% | $4,321+139.9% | $4,754+118.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,244 | $13,989-84.0% | $10,600-78.8% | $11,409-80.3% |