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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 | $145,361 | $72,071+101.7% | $68,368+112.6% | $137,256+5.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.04% | 353.14%-345.1pp | 292.57%-284.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $22,834 | $2,788+719.0% | $2,649+762.0% | $4,156+449.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $33,044 | $5,336+519.3% | $5,150+541.7% | $12,270+169.3% |