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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 | $89,633 | $166,268-46.1% | $165,100-45.7% | $145,897-38.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.98% | 100.52%-95.5pp | 70.21%-65.2pp | 552.29%-547.3pp |
| Employer contribution / active EE | $27,375 | $5,284+418.1% | $4,348+529.6% | $4,663+487.1% |
| Participant deferral / active EE | $26,198 | $6,964+276.2% | $6,035+334.1% | $6,689+291.6% |
| Admin fee / account holder | $56,342 | $16,659+238.2% | $12,696+343.8% | $13,390+320.8% |