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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 | $140,287 | $150,197-6.6% | $120,368+16.5% | $145,959-3.9% |
| Participation rate | 95.2% | 78.8%+16.5pp | 71.9%+23.3pp | 80.3%+15.0pp |
| Annual return | 2.88% | 154.26%-151.4pp | 107.26%-104.4pp | 561.95%-559.1pp |
| Employer contribution / active EE | $16,707 | $4,350+284.0% | $3,465+382.2% | $4,661+258.4% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,573 | $12,216-54.4% | $9,429-40.9% | $13,398-58.4% |