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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 | $225,815 | $157,304+43.6% | $141,197+59.9% | $152,909+47.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.37% | 64.34%-64.0pp | 71.41%-71.0pp | 345.46%-345.1pp |
| Employer contribution / active EE | $9,223 | $5,263+75.3% | $4,736+94.7% | $4,764+93.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,103 | $12,126-82.7% | $10,265-79.5% | $11,601-81.9% |