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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 | $111,380 | $83,337+33.7% | $67,834+64.2% | $273,972-59.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.32% | 259.45%-259.1pp | 138.47%-138.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $6,586 | $3,287+100.4% | $2,403+174.0% | $4,869+35.3% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,225 | $6,752+199.5% | $4,622+337.6% | $10,133+99.6% |