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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 | $117,169 | $111,814+4.8% | $93,654+25.1% | $145,959-19.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.72% | 203.30%-197.6pp | 133.34%-127.6pp | 561.95%-556.2pp |
| Employer contribution / active EE | $1,364 | $3,092-55.9% | $2,421-43.7% | $4,661-70.7% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,158 | $10,246-78.9% | $8,282-73.9% | $13,398-83.9% |