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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 | $196,059 | $156,616+25.2% | $133,346+47.0% | $198,609-1.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 0.99% | 44.25%-43.3pp | 36.85%-35.9pp | 202.70%-201.7pp |
| Employer contribution / active EE | $18,850 | $3,368+459.7% | $2,853+560.6% | $5,055+272.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,748 | $17,468+7.3% | $14,264+31.4% | $19,030-1.5% |