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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 | $200,072 | $166,268+20.3% | $165,100+21.2% | $145,897+37.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 1.52% | 100.52%-99.0pp | 70.21%-68.7pp | 552.29%-550.8pp |
| Employer contribution / active EE | $13,458 | $5,284+154.7% | $4,348+209.5% | $4,663+188.6% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,799 | $16,659-89.2% | $12,696-85.8% | $13,390-86.6% |