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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 | $68,156 | $209,425-67.5% | $178,499-61.8% | $158,966-57.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.62% | 188.80%-184.2pp | 151.10%-146.5pp | 302.95%-298.3pp |
| Employer contribution / active EE | $19,027 | $5,707+233.4% | $5,011+279.7% | $4,762+299.5% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $2,014 | $17,078-88.2% | $13,986-85.6% | $11,250-82.1% |