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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 | $55,559 | $132,099-57.9% | $115,599-51.9% | $138,895-60.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 7.58% | 176.76%-169.2pp | 111.10%-103.5pp | 145.39%-137.8pp |
| Employer contribution / active EE | $5,556 | $3,416+62.6% | $2,955+88.0% | $4,194+32.5% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,439 | $15,650-71.6% | $12,841-65.4% | $12,562-64.7% |