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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 | $101,981 | $197,637-48.4% | $177,848-42.7% | $158,982-35.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.52% | 58.77%-58.2pp | 48.33%-47.8pp | 302.99%-302.5pp |
| Employer contribution / active EE | $19,749 | $6,698+194.8% | $5,919+233.7% | $4,763+314.6% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,983+117.3% |
| Admin fee / account holder | $3,480 | $15,406-77.4% | $12,431-72.0% | $11,252-69.1% |