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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 | $200,684 | $111,878+79.4% | $93,727+114.1% | $145,897+37.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.28% | 204.28%-202.0pp | 133.83%-131.6pp | 552.29%-550.0pp |
| Employer contribution / active EE | $3,000 | $3,092-3.0% | $2,421+23.9% | $4,663-35.7% |
| Participant deferral / active EE | $20,500 | $4,920+316.6% | $4,417+364.1% | $6,689+206.5% |
| Admin fee / account holder | $9,082 | $10,256-11.5% | $8,292+9.5% | $13,390-32.2% |