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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 | $34,031 | $202,463-83.2% | $169,397-79.9% | $139,487-75.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.72% | 532.64%-528.9pp | 406.23%-402.5pp | 373.84%-370.1pp |
| Employer contribution / active EE | $10,763 | $4,694+129.3% | $4,013+168.2% | $4,755+126.4% |
| Participant deferral / active EE | $11,540 | $6,941+66.3% | $6,223+85.5% | $6,713+71.9% |
| Admin fee / account holder | $341,506 | $10,726+3083.8% | $9,017+3687.2% | $11,407+2893.7% |