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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 | $119,167 | $70,366+69.4% | $66,674+78.7% | $138,895-14.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.54% | 386.41%-376.9pp | 321.24%-311.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,178 | $2,765-21.2% | $2,620-16.9% | $4,194-48.1% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $170,393 | $5,262+3137.9% | $5,098+3242.3% | $12,562+1256.4% |