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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 | $146,035 | $175,231-16.7% | $149,696-2.4% | $139,466+4.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.42% | 166.77%-162.4pp | 134.46%-130.0pp | 373.66%-369.2pp |
| Employer contribution / active EE | $2,857 | $5,478-47.8% | $4,821-40.7% | $4,754-39.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,448 | $16,155-78.7% | $13,212-73.9% | $11,409-69.8% |