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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 | $206,161 | $166,131+24.1% | $164,975+25.0% | $145,877+41.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.16% | 100.37%-99.2pp | 70.12%-69.0pp | 551.28%-550.1pp |
| Employer contribution / active EE | $23,938 | $5,276+353.7% | $4,343+451.2% | $4,663+413.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,324 | $16,648-86.0% | $12,688-81.7% | $13,402-82.7% |