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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 | $137,154 | $152,619-10.1% | $125,195+9.6% | $152,909-10.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3.31% | 54.85%-51.5pp | 43.79%-40.5pp | 345.46%-342.2pp |
| Employer contribution / active EE | $5,882 | $4,947+18.9% | $3,866+52.2% | $4,764+23.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,859 | $13,437-19.2% | $9,704+11.9% | $11,601-6.4% |