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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 | $82,411 | $107,368-23.2% | $92,915-11.3% | $152,909-46.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 3.22% | 145.64%-142.4pp | 109.45%-106.2pp | 345.46%-342.2pp |
| Employer contribution / active EE | $18,429 | $4,222+336.5% | $3,653+404.4% | $4,764+286.9% |
| Participant deferral / active EE | $9,768 | $4,848+101.5% | $4,238+130.5% | $5,851+66.9% |
| Admin fee / account holder | $807,897 | $7,082+11307.4% | $5,796+13839.8% | $11,601+6864.2% |