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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 | $148,249 | $166,268-10.8% | $165,100-10.2% | $145,897+1.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.07% | 100.52%-93.5pp | 70.21%-63.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $12,500 | $5,284+136.6% | $4,348+187.5% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,002 | $16,659-9.9% | $12,696+18.2% | $13,390+12.0% |