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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 | $245,290 | $70,366+248.6% | $66,674+267.9% | $138,895+76.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 1.74% | 386.41%-384.7pp | 321.24%-319.5pp | 145.39%-143.6pp |
| Employer contribution / active EE | $5,000 | $2,765+80.8% | $2,620+90.8% | $4,194+19.2% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,397 | $5,262+78.6% | $5,098+84.3% | $12,562-25.2% |