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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 | $229,635 | $115,796+98.3% | $101,264+126.8% | $158,950+44.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.67% | 56.15%-51.5pp | 46.48%-41.8pp | 302.91%-298.2pp |
| Employer contribution / active EE | $15,000 | $4,175+259.3% | $3,660+309.8% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,144 | $7,247-84.2% | $5,947-80.8% | $11,248-89.8% |