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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 | $43,423 | $226,135-80.8% | $182,558-76.2% | $152,909-71.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.96% | 192.60%-191.6pp | 148.59%-147.6pp | 345.46%-344.5pp |
| Employer contribution / active EE | $796 | $4,979-84.0% | $4,076-80.5% | $4,764-83.3% |
| Participant deferral / active EE | $9,178 | $6,371+44.1% | $5,526+66.1% | $5,851+56.8% |
| Admin fee / account holder | $519 | $10,707-95.2% | $8,594-94.0% | $11,601-95.5% |