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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 | $61,304 | $125,190-51.0% | $105,624-42.0% | $145,897-58.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.56% | 225.22%-219.7pp | 116.20%-110.6pp | 552.29%-546.7pp |
| Employer contribution / active EE | $14,766 | $3,720+296.9% | $3,168+366.1% | $4,663+216.7% |
| Participant deferral / active EE | $7,231 | $5,716+26.5% | $5,013+44.3% | $6,689+8.1% |
| Admin fee / account holder | $199,689 | $17,138+1065.2% | $10,961+1721.7% | $13,390+1391.3% |