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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 | $114,307 | $171,492-33.3% | $150,734-24.2% | $198,609-42.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 3.43% | 804.70%-801.3pp | 600.81%-597.4pp | 202.70%-199.3pp |
| Employer contribution / active EE | $24,500 | $5,470+347.9% | $4,918+398.2% | $5,055+384.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,953 | $17,628-49.2% | $14,905-39.9% | $19,030-53.0% |