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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 | $97,900 | $198,457-50.7% | $170,435-42.6% | $147,586-33.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.38% | 257.30%-253.9pp | 205.94%-202.6pp | 578.59%-575.2pp |
| Employer contribution / active EE | $1,958 | $6,183-68.3% | $5,432-64.0% | $4,876-59.8% |
| Participant deferral / active EE | $4,800 | $5,629-14.7% | $4,939-2.8% | $5,439-11.7% |
| Admin fee / account holder | $77,810 | $16,852+361.7% | $13,881+460.6% | $10,886+614.8% |