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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 | $125,887 | $166,268-24.3% | $165,100-23.8% | $145,897-13.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.44% | 100.52%-93.1pp | 70.21%-62.8pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,439 | $6,964+6.8% | $6,035+23.3% | $6,689+11.2% |
| Admin fee / account holder | $6,626 | $16,659-60.2% | $12,696-47.8% | $13,390-50.5% |