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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 | $207,937 | $142,354+46.1% | $125,529+65.6% | $155,188+34.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 3.22% | 306.06%-302.8pp | 202.56%-199.3pp | 148.84%-145.6pp |
| Employer contribution / active EE | $8,333 | $3,501+138.0% | $3,058+172.6% | $4,248+96.2% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $47,458 | $19,392+144.7% | $16,298+191.2% | $14,480+227.8% |