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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 | $215,339 | $106,008+103.1% | $92,240+133.5% | $147,586+45.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.67% | 50.05%-40.4pp | 176.29%-166.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $15,918 | $4,333+267.3% | $3,680+332.6% | $4,876+226.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,064 | $6,333-20.0% | $5,194-2.5% | $10,886-53.5% |