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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 | $222,822 | $115,814+92.4% | $101,275+120.0% | $158,982+40.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.07% | 56.16%-55.1pp | 46.48%-45.4pp | 302.99%-301.9pp |
| Employer contribution / active EE | $2,979 | $4,176-28.7% | $3,660-18.6% | $4,763-37.5% |
| Participant deferral / active EE | $16,690 | $4,958+236.6% | $4,371+281.9% | $5,983+178.9% |
| Admin fee / account holder | $187,844 | $7,249+2491.4% | $5,948+3058.1% | $11,252+1569.5% |