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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 | $115,594 | $111,830+3.4% | $93,696+23.4% | $145,884-20.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.71% | 204.08%-201.4pp | 133.74%-131.0pp | 551.85%-549.1pp |
| Employer contribution / active EE | $5,000 | $3,093+61.7% | $2,422+106.5% | $4,662+7.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $549 | $10,249-94.6% | $8,287-93.4% | $13,392-95.9% |