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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 | $172,970 | $175,231-1.3% | $149,696+15.5% | $139,466+24.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.87% | 166.77%-164.9pp | 134.46%-132.6pp | 373.66%-371.8pp |
| Employer contribution / active EE | $15,000 | $5,478+173.8% | $4,821+211.2% | $4,754+215.5% |
| Participant deferral / active EE | $30,000 | $6,521+360.0% | $5,682+428.0% | $6,712+347.0% |
| Admin fee / account holder | $5,540 | $16,155-65.7% | $13,212-58.1% | $11,409-51.4% |