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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 | $235,507 | $115,810+103.4% | $101,271+132.6% | $158,966+48.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.52% | 56.15%-51.6pp | 46.48%-42.0pp | 302.95%-298.4pp |
| Employer contribution / active EE | $6,818 | $4,175+63.3% | $3,660+86.3% | $4,762+43.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,219 | $7,248-55.6% | $5,948-45.9% | $11,250-71.4% |