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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 | $157,252 | $70,366+123.5% | $66,674+135.9% | $138,895+13.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.59% | 386.41%-378.8pp | 321.24%-313.6pp | 145.39%-137.8pp |
| Employer contribution / active EE | $5,632 | $2,765+103.7% | $2,620+115.0% | $4,194+34.3% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $13,816 | $5,262+162.5% | $5,098+171.0% | $12,562+10.0% |