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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 | $126,578 | $70,366+79.9% | $66,674+89.8% | $138,895-8.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 5.80% | 386.41%-380.6pp | 321.24%-315.4pp | 145.39%-139.6pp |
| Employer contribution / active EE | $5,532 | $2,765+100.1% | $2,620+111.1% | $4,194+31.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $365,431 | $5,262+6844.1% | $5,098+7068.0% | $12,562+2809.0% |