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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 | $245,975 | $98,776+149.0% | $149,745+64.3% | $79,856+208.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -0.34% | 27.38%-27.7pp | 276.72%-277.1pp | 31.71%-32.1pp |
| Employer contribution / active EE | $14,504 | $3,217+350.8% | $4,646+212.2% | $2,471+486.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,190 | $6,053+35.3% | $9,312-12.1% | $5,306+54.3% |