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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 | $76,518 | $152,619-49.9% | $125,195-38.9% | $152,909-50.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 9.35% | 54.85%-45.5pp | 43.79%-34.4pp | 345.46%-336.1pp |
| Employer contribution / active EE | $2,741 | $4,947-44.6% | $3,866-29.1% | $4,764-42.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,812 | $13,437-71.6% | $9,704-60.7% | $11,601-67.1% |