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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 | $177,023 | $100,041+77.0% | $149,718+18.2% | $70,131+152.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | -0.02% | 27.43%-27.4pp | 1501.67%-1501.7pp | 73.14%-73.2pp |
| Employer contribution / active EE | $15,277 | $3,662+317.2% | $5,445+180.6% | $2,342+552.2% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,174 | $8,286-73.8% | $11,283-80.7% | $4,645-53.2% |