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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 | $199,708 | $106,003+88.4% | $92,236+116.5% | $147,585+35.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.99% | 50.05%-43.1pp | 176.29%-169.3pp | 578.57%-571.6pp |
| Employer contribution / active EE | $16,667 | $4,333+284.6% | $3,679+353.0% | $4,876+241.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,678 | $6,333-73.5% | $5,194-67.7% | $10,885-84.6% |