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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 | $125,237-51.0% | $105,608-42.0% | $145,877-58.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.56% | 225.76%-220.2pp | 116.50%-110.9pp | 551.28%-545.7pp |
| Employer contribution / active EE | $14,766 | $3,720+296.9% | $3,167+366.2% | $4,663+216.7% |
| Participant deferral / active EE | $7,231 | $5,711+26.6% | $5,010+44.3% | $6,691+8.1% |
| Admin fee / account holder | $199,689 | $17,287+1055.1% | $11,028+1710.7% | $13,402+1390.0% |