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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 | $95,827 | $100,203-4.4% | $85,240+12.4% | $145,897-34.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 1.30% | 84.28%-83.0pp | 66.75%-65.5pp | 552.29%-551.0pp |
| Employer contribution / active EE | $13,113 | $3,242+304.5% | $2,735+379.4% | $4,663+181.2% |
| Participant deferral / active EE | $15,250 | $5,299+187.8% | $4,527+236.9% | $6,689+128.0% |
| Admin fee / account holder | $738 | $7,265-89.8% | $6,165-88.0% | $13,390-94.5% |