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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 | $200,502 | $105,158+90.7% | $94,672+111.8% | $139,487+43.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 4.38% | 38.11%-33.7pp | 156.89%-152.5pp | 373.84%-369.5pp |
| Employer contribution / active EE | $9,336 | $4,107+127.3% | $3,673+154.2% | $4,755+96.4% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $81,928 | $8,972+813.2% | $7,222+1034.5% | $11,407+618.2% |