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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 | $190,605 | $175,231+8.8% | $149,696+27.3% | $139,466+36.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.04% | 166.77%-162.7pp | 134.46%-130.4pp | 373.66%-369.6pp |
| Employer contribution / active EE | $2,143 | $5,478-60.9% | $4,821-55.5% | $4,754-54.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,488 | $16,155-72.2% | $13,212-66.0% | $11,409-60.7% |