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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 | $138,711 | $118,708+16.9% | $98,920+40.2% | $158,966-12.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.49% | 372.49%-372.0pp | 196.47%-196.0pp | 302.95%-302.5pp |
| Employer contribution / active EE | $8,099 | $3,334+142.9% | $2,689+201.1% | $4,762+70.0% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,261 | $10,134-28.3% | $6,643+9.3% | $11,250-35.5% |