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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 | $158,059 | $154,193+2.5% | $130,045+21.5% | $139,466+13.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.91% | 32.51%-25.6pp | -137.30%+144.2pp | 373.66%-366.8pp |
| Employer contribution / active EE | $14,286 | $5,292+170.0% | $4,321+230.6% | $4,754+200.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $342 | $13,989-97.6% | $10,600-96.8% | $11,409-97.0% |