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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 | $182,220 | $73,421+148.2% | $66,439+174.3% | $155,188+17.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 2.36% | 1382.37%-1380.0pp | 757.66%-755.3pp | 148.84%-146.5pp |
| Employer contribution / active EE | $13,708 | $3,039+351.1% | $2,637+419.9% | $4,248+222.7% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,908 | $8,856-10.7% | $6,173+28.1% | $14,480-45.4% |