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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 | $112,169 | $110,093+1.9% | $97,295+15.3% | $145,897-23.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.09% | 244.76%-241.7pp | 75.62%-72.5pp | 552.29%-549.2pp |
| Employer contribution / active EE | $4,103 | $3,077+33.3% | $2,723+50.7% | $4,663-12.0% |
| Participant deferral / active EE | $13,375 | $4,678+185.9% | $4,264+213.7% | $6,689+99.9% |
| Admin fee / account holder | $59,147 | $6,212+852.1% | $5,646+947.5% | $13,390+341.7% |