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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 | $84,815 | $154,209-45.0% | $130,062-34.8% | $139,487-39.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 2.37% | 32.52%-30.1pp | -137.37%+139.7pp | 373.84%-371.5pp |
| Employer contribution / active EE | $5,920 | $5,292+11.9% | $4,322+37.0% | $4,755+24.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $53,892 | $13,988+285.3% | $10,601+408.4% | $11,407+372.4% |