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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 | $58,573 | $152,619-61.6% | $125,195-53.2% | $152,909-61.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3.57% | 54.85%-51.3pp | 43.79%-40.2pp | 345.46%-341.9pp |
| Employer contribution / active EE | $20,750 | $4,947+319.4% | $3,866+436.7% | $4,764+335.6% |
| Participant deferral / active EE | $11,180 | $5,869+90.5% | $4,937+126.4% | $5,851+91.1% |
| Admin fee / account holder | $169,121 | $13,437+1158.6% | $9,704+1642.8% | $11,601+1357.9% |