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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 | $235,312 | $100,938+133.1% | $90,461+160.1% | $158,982+48.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.82% | 1727.20%-1722.4pp | 1294.76%-1289.9pp | 302.99%-298.2pp |
| Employer contribution / active EE | $16,600 | $3,691+349.7% | $3,264+408.6% | $4,763+248.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $43,649 | $6,510+570.5% | $5,617+677.1% | $11,252+287.9% |