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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 | $240,536 | $114,119+110.8% | $107,187+124.4% | $138,895+73.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.52% | 273.21%-262.7pp | 204.55%-194.0pp | 145.39%-134.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,170 | $5,538-42.8% | $5,096-37.8% | $6,396-50.4% |
| Admin fee / account holder | $123,473 | $10,024+1131.8% | $9,162+1247.6% | $12,562+882.9% |