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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 | $204,044 | $63,342+222.1% | $92,235+121.2% | $70,131+190.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.10% | 530.15%-521.1pp | 176.28%-167.2pp | 73.14%-64.0pp |
| Employer contribution / active EE | $16,333 | $2,471+561.0% | $3,679+343.9% | $2,342+597.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,169 | $3,840+34.6% | $5,194-0.5% | $4,645+11.3% |