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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 | $213,588 | $102,595+108.2% | $94,057+127.1% | $154,746+38.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 7.67% | 583.42%-575.7pp | 480.62%-473.0pp | 172.34%-164.7pp |
| Employer contribution / active EE | $5,541 | $3,147+76.0% | $2,933+88.9% | $4,379+26.5% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $30,453 | $7,736+293.7% | $7,244+320.4% | $14,365+112.0% |