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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 | $120,787 | $121,677-0.7% | $104,625+15.4% | $158,966-24.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.00% | 465.58%-465.6pp | 340.60%-340.6pp | 302.95%-303.0pp |
| Employer contribution / active EE | $3,558 | $3,165+12.4% | $2,681+32.7% | $4,762-25.3% |
| Participant deferral / active EE | $5,099 | $4,175+22.1% | $3,738+36.4% | $5,983-14.8% |
| Admin fee / account holder | $40,706 | $7,777+423.4% | $6,465+529.7% | $11,250+261.8% |