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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 | $154,040 | $183,978-16.3% | $162,171-5.0% | $152,885+0.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.37% | 150.78%-148.4pp | 115.60%-113.2pp | 345.39%-343.0pp |
| Employer contribution / active EE | $6,117 | $6,370-4.0% | $5,613+9.0% | $4,763+28.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,691 | $13,122-64.3% | $10,843-56.7% | $11,598-59.6% |