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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 | $239,836 | $63,346+278.6% | $92,240+160.0% | $70,126+242.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 2.61% | 530.19%-527.6pp | 176.29%-173.7pp | 73.15%-70.5pp |
| Employer contribution / active EE | $18,182 | $2,471+635.7% | $3,680+394.1% | $2,343+676.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,234 | $3,841+140.4% | $5,194+77.8% | $4,645+98.8% |