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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 | $105,572 | $102,595+2.9% | $94,057+12.2% | $154,746-31.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.38% | 583.42%-578.0pp | 480.62%-475.2pp | 172.34%-167.0pp |
| Employer contribution / active EE | $30,000 | $3,147+853.2% | $2,933+922.8% | $4,379+585.1% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $747 | $7,736-90.3% | $7,244-89.7% | $14,365-94.8% |