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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 | $121,233 | $70,366+72.3% | $66,674+81.8% | $138,895-12.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 2.87% | 386.41%-383.5pp | 321.24%-318.4pp | 145.39%-142.5pp |
| Employer contribution / active EE | $13,053 | $2,765+372.1% | $2,620+398.2% | $4,194+211.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $66,789 | $5,262+1169.2% | $5,098+1210.1% | $12,562+431.7% |