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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 | $184,314 | $150,412+22.5% | $120,574+52.9% | $145,884+26.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.17% | 154.50%-151.3pp | 107.42%-104.3pp | 551.85%-548.7pp |
| Employer contribution / active EE | $4,364 | $4,355+0.2% | $3,471+25.7% | $4,662-6.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $80,719 | $12,224+560.3% | $9,445+754.6% | $13,392+502.7% |