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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 | $158,228 | $103,038+53.6% | $90,324+75.2% | $152,909+3.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.48% | 95.25%-91.8pp | 78.15%-74.7pp | 345.46%-342.0pp |
| Employer contribution / active EE | $3,535 | $3,141+12.5% | $2,856+23.8% | $4,764-25.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,445 | $6,177+4.3% | $5,356+20.3% | $11,601-44.4% |