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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 | $236,484 | $118,877+98.9% | $96,570+144.9% | $167,536+41.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.18% | 50.50%-43.3pp | 37.79%-30.6pp | 478.82%-471.6pp |
| Employer contribution / active EE | $7,383 | $3,121+136.6% | $2,357+213.2% | $4,839+52.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,854 | $8,069-27.4% | $6,182-5.3% | $12,315-52.5% |