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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 | $241,639 | $103,038+134.5% | $90,324+167.5% | $152,909+58.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.35% | 95.25%-91.9pp | 78.15%-74.8pp | 345.46%-342.1pp |
| Employer contribution / active EE | $4,936 | $3,141+57.2% | $2,856+72.8% | $4,764+3.6% |
| Participant deferral / active EE | $2,604 | $4,282-39.2% | $3,885-33.0% | $5,851-55.5% |
| Admin fee / account holder | $30,744 | $6,177+397.7% | $5,356+474.1% | $11,601+165.0% |