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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 | $178,739 | $102,595+74.2% | $94,057+90.0% | $154,746+15.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 6.10% | 583.42%-577.3pp | 480.62%-474.5pp | 172.34%-166.2pp |
| Employer contribution / active EE | $2,222 | $3,147-29.4% | $2,933-24.2% | $4,379-49.3% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $142,791 | $7,736+1745.8% | $7,244+1871.0% | $14,365+894.0% |