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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 | $240,172 | $106,923+124.6% | $84,023+185.8% | $152,909+57.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.51% | 105.02%-100.5pp | 71.32%-66.8pp | 345.46%-341.0pp |
| Employer contribution / active EE | $13,792 | $2,735+404.2% | $1,984+595.2% | $4,764+189.5% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,724 | $8,289-30.9% | $6,102-6.2% | $11,601-50.7% |