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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 | $86,460 | $114,013-24.2% | $103,693-16.6% | $155,188-44.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 1.37% | 49.31%-47.9pp | 47.61%-46.2pp | 148.84%-147.5pp |
| Employer contribution / active EE | $2,750 | $3,131-12.2% | $2,920-5.8% | $4,248-35.3% |
| Participant deferral / active EE | $14,400 | $4,970+189.8% | $4,579+214.5% | $6,531+120.5% |
| Admin fee / account holder | $147,990 | $8,407+1660.3% | $7,858+1783.3% | $14,480+922.0% |