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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 | $229,375 | $134,817+70.1% | $123,973+85.0% | $155,188+47.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 2.24% | 515.49%-513.3pp | 388.13%-385.9pp | 148.84%-146.6pp |
| Employer contribution / active EE | $3,536 | $4,425-20.1% | $4,126-14.3% | $4,248-16.8% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,200 | $13,245-15.4% | $11,799-5.1% | $14,480-22.7% |