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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 | $93,233 | $183,539-49.2% | $155,556-40.1% | $145,897-36.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.19% | 61.31%-56.1pp | 64.84%-59.6pp | 552.29%-547.1pp |
| Employer contribution / active EE | $2,477 | $5,315-53.4% | $4,675-47.0% | $4,663-46.9% |
| Participant deferral / active EE | $5,443 | $6,467-15.8% | $5,631-3.3% | $6,689-18.6% |
| Admin fee / account holder | $87,410 | $19,275+353.5% | $15,885+450.3% | $13,390+552.8% |