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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 | $236,199 | $106,894+121.0% | $84,016+181.1% | $152,870+54.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.87% | 104.99%-102.1pp | 71.31%-68.4pp | 345.34%-342.5pp |
| Employer contribution / active EE | $1,920 | $2,734-29.8% | $1,983-3.2% | $4,763-59.7% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11,283 | $8,286+36.2% | $6,101+84.9% | $11,597-2.7% |