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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 | $119,072 | $160,028-25.6% | $147,080-19.0% | $145,884-18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.29% | 98.60%-97.3pp | 420.17%-418.9pp | 551.85%-550.6pp |
| Employer contribution / active EE | $16,500 | $5,286+212.2% | $4,933+234.5% | $4,662+253.9% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,371 | $15,030-90.9% | $12,989-89.4% | $13,392-89.8% |