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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 | $186,335 | $106,008+75.8% | $92,240+102.0% | $147,586+26.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.68% | 50.05%-42.4pp | 176.29%-168.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $25,051 | $4,333+478.1% | $3,680+580.8% | $4,876+413.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,792 | $6,333-71.7% | $5,194-65.5% | $10,886-83.5% |