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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 | $195,328 | $150,346+29.9% | $120,524+62.1% | $145,877+33.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.21% | 154.40%-148.2pp | 107.36%-101.2pp | 551.28%-545.1pp |
| Employer contribution / active EE | $77,508 | $4,353+1680.6% | $3,469+2134.4% | $4,663+1562.2% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,772 | $12,215-28.2% | $9,440-7.1% | $13,402-34.5% |