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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 | $68,465 | $109,967-37.7% | $97,197-29.6% | $145,877-53.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 2.92% | 244.27%-241.4pp | 75.47%-72.6pp | 551.28%-548.4pp |
| Employer contribution / active EE | $4,702 | $3,077+52.8% | $2,723+72.7% | $4,663+0.8% |
| Participant deferral / active EE | $8,968 | $4,676+91.8% | $4,263+110.4% | $6,691+34.0% |
| Admin fee / account holder | $63,037 | $6,199+916.9% | $5,637+1018.2% | $13,402+370.4% |