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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 | $58,473 | $166,020-64.8% | $164,866-64.5% | $145,959-59.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.59% | 100.08%-96.5pp | 69.97%-66.4pp | 561.95%-558.4pp |
| Employer contribution / active EE | $10,932 | $5,275+107.2% | $4,343+151.7% | $4,661+134.5% |
| Participant deferral / active EE | $22,750 | $6,961+226.8% | $6,033+277.1% | $6,689+240.1% |
| Admin fee / account holder | $893 | $16,644-94.6% | $12,689-93.0% | $13,398-93.3% |