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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 | $160,415 | $198,457-19.2% | $170,435-5.9% | $147,586+8.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.67% | 257.30%-255.6pp | 205.94%-204.3pp | 578.59%-576.9pp |
| Employer contribution / active EE | $25,788 | $6,183+317.1% | $5,432+374.7% | $4,876+428.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,238 | $16,852-92.7% | $13,881-91.1% | $10,886-88.6% |