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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 | $100,806 | $217,432-53.6% | $185,851-45.8% | $167,553-39.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.71% | 148.43%-145.7pp | 122.11%-119.4pp | 478.89%-476.2pp |
| Employer contribution / active EE | $18,738 | $5,874+219.0% | $5,168+262.5% | $4,840+287.2% |
| Participant deferral / active EE | $17,875 | $6,357+181.2% | $5,569+221.0% | $6,343+181.8% |
| Admin fee / account holder | $251,580 | $19,820+1169.3% | $16,245+1448.6% | $12,316+1942.6% |