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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 | $69,263 | $209,428-66.9% | $178,498-61.2% | $158,950-56.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.84% | 188.78%-182.9pp | 151.09%-145.3pp | 302.91%-297.1pp |
| Employer contribution / active EE | $12,957 | $5,707+127.0% | $5,011+158.6% | $4,762+172.1% |
| Participant deferral / active EE | $13,840 | $5,955+132.4% | $5,202+166.0% | $5,983+131.3% |
| Admin fee / account holder | $430 | $17,077-97.5% | $13,985-96.9% | $11,248-96.2% |