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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 | $109,967-10.8% | $97,197+0.9% | $145,877-32.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.50% | 244.27%-236.8pp | 75.47%-68.0pp | 551.28%-543.8pp |
| Employer contribution / active EE | $30,000 | $3,077+875.1% | $2,723+1001.8% | $4,663+543.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $872 | $6,199-85.9% | $5,637-84.5% | $13,402-93.5% |