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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 | $165,767 | $84,713+95.7% | $75,717+118.9% | $167,518-1.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 8.29% | 199.49%-191.2pp | 104.58%-96.3pp | 478.71%-470.4pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $12,765 | $4,578+178.8% | $3,821+234.1% | $6,342+101.3% |
| Admin fee / account holder | $34,972 | $5,357+552.9% | $3,619+866.3% | $12,312+184.0% |