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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 | $184,905 | $111,814+65.4% | $93,654+97.4% | $145,959+26.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1.09% | 203.30%-202.2pp | 133.34%-132.3pp | 561.95%-560.9pp |
| Employer contribution / active EE | $6,000 | $3,092+94.1% | $2,421+147.8% | $4,661+28.7% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,449 | $10,246-46.8% | $8,282-34.2% | $13,398-59.3% |