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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 | $166,020-62.1% | $164,866-61.8% | $145,959-56.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.96% | 100.08%-96.1pp | 69.97%-66.0pp | 561.95%-558.0pp |
| Employer contribution / active EE | $30,496 | $5,275+478.2% | $4,343+602.2% | $4,661+554.3% |
| Participant deferral / active EE | $17,135 | $6,961+146.2% | $6,033+184.0% | $6,689+156.2% |
| Admin fee / account holder | $187,395 | $16,644+1025.9% | $12,689+1376.8% | $13,398+1298.7% |