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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 | $234,912 | $225,673+4.1% | $203,872+15.2% | $155,188+51.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 6.01% | 95.91%-89.9pp | 85.11%-79.1pp | 148.84%-142.8pp |
| Employer contribution / active EE | $31,000 | $4,099+656.4% | $3,757+725.0% | $4,248+629.8% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,566 | $12,327-46.7% | $11,730-44.0% | $14,480-54.7% |