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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 | $62,932 | $166,268-62.2% | $165,100-61.9% | $145,897-56.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.96% | 100.52%-96.6pp | 70.21%-66.2pp | 552.29%-548.3pp |
| Employer contribution / active EE | $30,496 | $5,284+477.2% | $4,348+601.4% | $4,663+554.1% |
| Participant deferral / active EE | $17,135 | $6,964+146.0% | $6,035+183.9% | $6,689+156.2% |
| Admin fee / account holder | $187,395 | $16,659+1024.9% | $12,696+1376.1% | $13,390+1299.5% |