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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 | $83,242 | $105,200-20.9% | $159,474-47.8% | $85,847-3.0% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 0.33% | 45.08%-44.7pp | 263.68%-263.3pp | 318.61%-318.3pp |
| Employer contribution / active EE | $17,182 | $3,319+417.7% | $4,831+255.7% | $2,565+569.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,656 | $6,934+53.7% | $10,802-1.4% | $6,261+70.2% |