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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 | $150,435-6.7% | $120,580+16.3% | $145,897-3.8% |
| Participation rate | 95.2% | 78.8%+16.4pp | 72.0%+23.3pp | 80.3%+14.9pp |
| Annual return | 2.88% | 154.60%-151.7pp | 107.48%-104.6pp | 552.29%-549.4pp |
| Employer contribution / active EE | $16,707 | $4,352+283.9% | $3,469+381.6% | $4,663+258.3% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,573 | $12,182-54.2% | $9,418-40.8% | $13,390-58.4% |