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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 | $106,299 | $102,393+3.8% | $147,041-27.7% | $80,911+31.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 5.35% | 134.95%-129.6pp | 419.21%-413.9pp | 35.63%-30.3pp |
| Employer contribution / active EE | $7,432 | $3,715+100.1% | $4,935+50.6% | $2,756+169.7% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,557 | $7,943+20.3% | $13,006-26.5% | $6,935+37.8% |