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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 | $55,822 | $129,737-57.0% | $119,126-53.1% | $154,746-63.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.02% | 379.08%-372.1pp | 282.11%-275.1pp | 172.34%-165.3pp |
| Employer contribution / active EE | $2,917 | $4,375-33.3% | $4,034-27.7% | $4,379-33.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $87,286 | $11,961+629.8% | $10,693+716.3% | $14,365+507.6% |