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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 | $114,166 | $134,817-15.3% | $123,973-7.9% | $155,188-26.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.41% | 515.49%-510.1pp | 388.13%-382.7pp | 148.84%-143.4pp |
| Employer contribution / active EE | $11,853 | $4,425+167.9% | $4,126+187.3% | $4,248+179.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,342 | $13,245-82.3% | $11,799-80.2% | $14,480-83.8% |