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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 | $112,618 | $183,539-38.6% | $155,556-27.6% | $145,897-22.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.78% | 61.31%-54.5pp | 64.84%-58.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,016 | $6,467+39.4% | $5,631+60.1% | $6,689+34.8% |
| Admin fee / account holder | $6,497 | $19,275-66.3% | $15,885-59.1% | $13,390-51.5% |