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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 | $86,960 | $63,346+37.3% | $92,239-5.7% | $70,124+24.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 4.77% | 530.19%-525.4pp | 176.29%-171.5pp | 73.14%-68.4pp |
| Employer contribution / active EE | $3,000 | $2,471+21.4% | $3,680-18.5% | $2,342+28.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,155 | $3,841+8.2% | $5,194-20.0% | $4,645-10.6% |