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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 | $129,981 | $107,941+20.4% | $91,994+41.3% | $152,909-15.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 3.07% | 89.28%-86.2pp | 69.04%-66.0pp | 345.46%-342.4pp |
| Employer contribution / active EE | $16,272 | $4,212+286.4% | $3,453+371.3% | $4,764+241.6% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $639 | $10,521-93.9% | $7,744-91.7% | $11,601-94.5% |