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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 | $180,321 | $176,105+2.4% | $159,474+13.1% | $167,536+7.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.09% | 331.91%-327.8pp | 263.68%-259.6pp | 478.82%-474.7pp |
| Employer contribution / active EE | $26,364 | $5,299+397.5% | $4,831+445.7% | $4,839+444.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,224 | $12,559-66.4% | $10,802-60.9% | $12,315-65.7% |