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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 | $143,062 | $100,938+41.7% | $90,461+58.1% | $158,982-10.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 0.83% | 1727.20%-1726.4pp | 1294.76%-1293.9pp | 302.99%-302.2pp |
| Employer contribution / active EE | $8,600 | $3,691+133.0% | $3,264+163.5% | $4,763+80.6% |
| Participant deferral / active EE | $8,600 | $4,350+97.7% | $3,964+116.9% | $5,983+43.7% |
| Admin fee / account holder | $122,717 | $6,510+1785.1% | $5,617+2084.9% | $11,252+990.7% |