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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 | $185,816 | $185,225+0.3% | $142,898+30.0% | $167,553+10.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 2.53% | 8558.12%-8555.6pp | 5639.64%-5637.1pp | 478.89%-476.4pp |
| Employer contribution / active EE | $4,520 | $5,607-19.4% | $4,146+9.0% | $4,840-6.6% |
| Participant deferral / active EE | $7,833 | $4,496+74.2% | $3,838+104.1% | $6,343+23.5% |
| Admin fee / account holder | $1,402 | $8,032-82.5% | $6,560-78.6% | $12,316-88.6% |