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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 | $131,115 | $166,242-21.1% | $165,071-20.6% | $145,884-10.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.32% | 100.44%-98.1pp | 70.17%-67.8pp | 551.85%-549.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $45,644 | $6,964+555.4% | $6,035+656.3% | $6,690+582.3% |
| Admin fee / account holder | $943 | $16,658-94.3% | $12,695-92.6% | $13,392-93.0% |