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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 | $136,612 | $217,427-37.2% | $185,837-26.5% | $167,518-18.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.48% | 148.39%-147.9pp | 122.08%-121.6pp | 478.71%-478.2pp |
| Employer contribution / active EE | $1,835 | $5,874-68.8% | $5,168-64.5% | $4,838-62.1% |
| Participant deferral / active EE | $5,440 | $6,357-14.4% | $5,568-2.3% | $6,342-14.2% |
| Admin fee / account holder | $6,237 | $19,816-68.5% | $16,241-61.6% | $12,312-49.3% |