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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 | $145,082 | $175,259-17.2% | $149,723-3.1% | $139,487+4.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.60% | 166.82%-164.2pp | 134.50%-131.9pp | 373.84%-371.2pp |
| Employer contribution / active EE | $11,250 | $5,478+105.4% | $4,821+133.3% | $4,755+136.6% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $4,093 | $16,158-74.7% | $13,215-69.0% | $11,407-64.1% |