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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 | $205,724 | $118,708+73.3% | $98,920+108.0% | $158,982+29.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 3.51% | 372.49%-369.0pp | 196.47%-193.0pp | 302.99%-299.5pp |
| Employer contribution / active EE | $6,152 | $3,334+84.5% | $2,689+128.7% | $4,763+29.2% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,584 | $10,134-54.8% | $6,643-31.0% | $11,252-59.3% |