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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 | $152,925 | $68,097+124.6% | $62,929+143.0% | $137,256+11.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 5.68% | 1859.11%-1853.4pp | 1063.93%-1058.2pp | 220.34%-214.7pp |
| Employer contribution / active EE | $22,109 | $2,811+686.5% | $2,505+782.7% | $4,156+432.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $120,940 | $6,521+1754.5% | $5,065+2288.0% | $12,270+885.6% |