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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 | $115,546 | $171,492-32.6% | $150,734-23.3% | $198,609-41.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 2.66% | 804.70%-802.0pp | 600.81%-598.1pp | 202.70%-200.0pp |
| Employer contribution / active EE | $11,903 | $5,470+117.6% | $4,918+142.0% | $5,055+135.4% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,261 | $17,628+3.6% | $14,905+22.5% | $19,030-4.0% |