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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 | $54,001 | $197,637-72.7% | $177,848-69.6% | $158,982-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.46% | 58.77%-58.3pp | 48.33%-47.9pp | 302.99%-302.5pp |
| Employer contribution / active EE | $8,833 | $6,698+31.9% | $5,919+49.2% | $4,763+85.5% |
| Participant deferral / active EE | $10,283 | $8,405+22.3% | $7,714+33.3% | $5,983+71.8% |
| Admin fee / account holder | $204,650 | $15,406+1228.4% | $12,431+1546.2% | $11,252+1718.9% |