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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 | $223,489 | $80,812+176.6% | $160,784+39.0% | $82,448+171.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 7.59% | 100.59%-93.0pp | 1803.92%-1796.3pp | 41.64%-34.1pp |
| Employer contribution / active EE | $16,250 | $2,174+647.5% | $3,733+335.3% | $2,551+537.0% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,532 | $7,695-28.1% | $9,717-43.1% | $7,234-23.5% |