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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 | $112,539 | $112,112+0.4% | $95,956+17.3% | $158,950-29.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.78% | 171.15%-166.4pp | 91.63%-86.8pp | 302.91%-298.1pp |
| Employer contribution / active EE | $3,210 | $3,199+0.4% | $2,541+26.3% | $4,762-32.6% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,531 | $10,134-25.7% | $6,797+10.8% | $11,248-33.1% |