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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 | $39,355 | $227,399-82.7% | $189,758-79.3% | $198,609-80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.07% | 61.03%-59.0pp | 52.62%-50.5pp | 202.70%-200.6pp |
| Employer contribution / active EE | $5,115 | $5,526-7.4% | $4,767+7.3% | $5,055+1.2% |
| Participant deferral / active EE | $31,000 | $6,837+353.4% | $5,856+429.4% | $6,977+344.3% |
| Admin fee / account holder | $200,264 | $25,162+695.9% | $20,388+882.3% | $19,030+952.3% |