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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 | $98,049 | $110,039-10.9% | $97,260+0.8% | $145,884-32.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.50% | 244.44%-236.9pp | 75.54%-68.0pp | 551.85%-544.3pp |
| Employer contribution / active EE | $30,000 | $3,074+875.9% | $2,721+1002.5% | $4,662+543.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $872 | $6,204-85.9% | $5,640-84.5% | $13,392-93.5% |