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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 | $139,948+48.6% | $121,663+70.9% | $154,746+34.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 3.22% | 230.52%-227.3pp | 147.54%-144.3pp | 172.34%-169.1pp |
| Employer contribution / active EE | $8,333 | $3,521+136.7% | $3,020+175.9% | $4,379+90.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $47,458 | $17,321+174.0% | $14,289+232.1% | $14,365+230.4% |