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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 | $60,467 | $183,539-67.1% | $155,556-61.1% | $145,897-58.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.40% | 61.31%-58.9pp | 64.84%-62.4pp | 552.29%-549.9pp |
| Employer contribution / active EE | $20,740 | $5,315+290.2% | $4,675+343.6% | $4,663+344.8% |
| Participant deferral / active EE | $10,700 | $6,467+65.5% | $5,631+90.0% | $6,689+60.0% |
| Admin fee / account holder | $766 | $19,275-96.0% | $15,885-95.2% | $13,390-94.3% |