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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 | $70,204 | $64,324+9.1% | $118,914-41.0% | $79,856-12.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 1.66% | 86.45%-84.8pp | 35.89%-34.2pp | 31.71%-30.1pp |
| Employer contribution / active EE | $6,721 | $1,836+266.0% | $3,264+105.9% | $2,471+172.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,350 | $4,040+32.4% | $6,582-18.7% | $5,306+0.8% |