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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 | $158,633 | $103,008+54.0% | $90,304+75.7% | $152,897+3.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.38% | 95.22%-89.8pp | 78.13%-72.7pp | 345.43%-340.0pp |
| Employer contribution / active EE | $2,485 | $3,139-20.8% | $2,855-13.0% | $4,764-47.8% |
| Participant deferral / active EE | $12,162 | $4,281+184.1% | $3,885+213.0% | $5,851+107.9% |
| Admin fee / account holder | $43,856 | $6,175+610.3% | $5,354+719.1% | $11,599+278.1% |