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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 | $184,971 | $112,131+65.0% | $95,964+92.8% | $158,982+16.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.37% | 171.19%-167.8pp | 91.64%-88.3pp | 302.99%-299.6pp |
| Employer contribution / active EE | $8,141 | $3,199+154.5% | $2,541+220.3% | $4,763+70.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $27,753 | $10,136+173.8% | $6,797+308.3% | $11,252+146.7% |