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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 | $153,670 | $185,312-17.1% | $161,489-4.8% | $154,746-0.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 0.11% | 103.84%-103.7pp | 89.72%-89.6pp | 172.34%-172.2pp |
| Employer contribution / active EE | $21,893 | $4,769+359.1% | $4,268+412.9% | $4,379+400.0% |
| Participant deferral / active EE | $3,370 | $6,350-46.9% | $5,630-40.1% | $6,730-49.9% |
| Admin fee / account holder | $274,463 | $18,654+1371.3% | $16,006+1614.8% | $14,365+1810.6% |