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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 | $144,902 | $118,708+22.1% | $98,920+46.5% | $158,982-8.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.07% | 372.49%-371.4pp | 196.47%-195.4pp | 302.99%-301.9pp |
| Employer contribution / active EE | $17,404 | $3,334+422.0% | $2,689+547.1% | $4,763+265.4% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,854 | $10,134+46.6% | $6,643+123.6% | $11,252+32.0% |