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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 | $151,278 | $89,367+69.3% | $141,191+7.1% | $72,975+107.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.08% | 111.87%-111.8pp | 71.41%-71.3pp | 81.01%-80.9pp |
| Employer contribution / active EE | $9,615 | $3,115+208.7% | $4,736+103.0% | $2,440+294.1% |
| Participant deferral / active EE | $4,777 | $5,419-11.8% | $6,710-28.8% | $3,608+32.4% |
| Admin fee / account holder | $9,445 | $5,957+58.6% | $10,264-8.0% | $5,124+84.3% |