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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 | $141,289 | $95,415+48.1% | $185,851-24.0% | $85,851+64.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 6.36% | 23.59%-17.2pp | 122.11%-115.7pp | 318.63%-312.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,633 | $3,424+64.5% | $5,569+1.1% | $3,952+42.5% |
| Admin fee / account holder | $66,404 | $7,215+820.4% | $16,245+308.8% | $6,261+960.6% |