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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 | $156,658 | $110,830+41.4% | $86,625+80.8% | $167,553-6.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.32% | 116.99%-116.7pp | 63.52%-63.2pp | 478.89%-478.6pp |
| Employer contribution / active EE | $9,024 | $3,245+178.1% | $2,496+261.5% | $4,840+86.5% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $16,314 | $8,420+93.8% | $5,830+179.8% | $12,316+32.5% |