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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 | $157,067 | $159,934-1.8% | $147,005+6.8% | $145,959+7.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.43% | 98.24%-95.8pp | 418.76%-416.3pp | 561.95%-559.5pp |
| Employer contribution / active EE | $3,952 | $5,287-25.3% | $4,934-19.9% | $4,661-15.2% |
| Participant deferral / active EE | $10,000 | $8,427+18.7% | $8,070+23.9% | $6,689+49.5% |
| Admin fee / account holder | $6,810 | $15,053-54.8% | $13,006-47.6% | $13,398-49.2% |