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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 | $35,167 | $209,428-83.2% | $178,498-80.3% | $158,950-77.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.56% | 188.78%-185.2pp | 151.09%-147.5pp | 302.91%-299.4pp |
| Employer contribution / active EE | $5,719 | $5,707+0.2% | $5,011+14.1% | $4,762+20.1% |
| Participant deferral / active EE | $20,263 | $5,955+240.3% | $5,202+289.5% | $5,983+238.7% |
| Admin fee / account holder | $5,739 | $17,077-66.4% | $13,985-59.0% | $11,248-49.0% |