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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 | $206,698 | $106,267+94.5% | $96,520+114.2% | $139,456+48.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.47% | 38.45%-36.0pp | 35.72%-33.2pp | 373.45%-371.0pp |
| Employer contribution / active EE | $10,454 | $4,105+154.7% | $3,739+179.6% | $4,753+120.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $141,000 | $7,882+1688.8% | $6,733+1994.1% | $11,407+1136.1% |