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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 | $77,321 | $183,592-57.9% | $155,574-50.3% | $145,877-47.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.37% | 61.37%-58.0pp | 64.87%-61.5pp | 551.28%-547.9pp |
| Employer contribution / active EE | $3,500 | $5,317-34.2% | $4,676-25.1% | $4,663-24.9% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $14,077 | $19,316-27.1% | $15,914-11.5% | $13,402+5.0% |