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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 | $142,490 | $72,071+97.7% | $68,368+108.4% | $137,256+3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.00% | 353.14%-343.1pp | 292.57%-282.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,579 | $4,410-18.9% | $4,123-13.2% | $6,407-44.1% |
| Admin fee / account holder | $14,616 | $5,336+173.9% | $5,150+183.8% | $12,270+19.1% |