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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 | $191,105 | $225,673-15.3% | $203,872-6.3% | $155,188+23.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 1.95% | 95.91%-94.0pp | 85.11%-83.2pp | 148.84%-146.9pp |
| Employer contribution / active EE | $46,190 | $4,099+1027.0% | $3,757+1129.3% | $4,248+987.4% |
| Participant deferral / active EE | $28,500 | $6,893+313.5% | $6,388+346.2% | $6,531+336.4% |
| Admin fee / account holder | $451,859 | $12,327+3565.6% | $11,730+3752.1% | $14,480+3020.6% |