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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 | $106,963 | $100,938+6.0% | $90,461+18.2% | $158,982-32.7% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 0.24% | 1727.20%-1727.0pp | 1294.76%-1294.5pp | 302.99%-302.8pp |
| Employer contribution / active EE | $12,589 | $3,691+241.0% | $3,264+285.7% | $4,763+164.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $935 | $6,510-85.6% | $5,617-83.3% | $11,252-91.7% |