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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 | $102,976 | $88,672+16.1% | $105,223-2.1% | $82,448+24.9% |
| Participation rate | 98.0% | 67.9%+30.0pp | 75.0%+22.9pp | 68.1%+29.9pp |
| Annual return | 3.72% | 30.86%-27.1pp | 180.65%-176.9pp | 41.64%-37.9pp |
| Employer contribution / active EE | $24,490 | $3,048+703.5% | $3,689+563.9% | $2,551+860.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $467 | $7,146-93.5% | $8,859-94.7% | $7,234-93.5% |