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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 | $100,571 | $110,093-8.6% | $97,295+3.4% | $145,897-31.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.69% | 244.76%-241.1pp | 75.62%-71.9pp | 552.29%-548.6pp |
| Employer contribution / active EE | $20,518 | $3,077+566.8% | $2,723+653.5% | $4,663+340.0% |
| Participant deferral / active EE | $16,800 | $4,678+259.1% | $4,264+294.0% | $6,689+151.1% |
| Admin fee / account holder | $1,682 | $6,212-72.9% | $5,646-70.2% | $13,390-87.4% |