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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 | $197,616 | $150,207+31.6% | $120,380+64.2% | $145,978+35.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.10% | 154.28%-151.2pp | 107.28%-104.2pp | 550.52%-547.4pp |
| Employer contribution / active EE | $2,847 | $4,351-34.6% | $3,465-17.8% | $4,662-38.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $173,401 | $12,203+1320.9% | $9,421+1740.6% | $13,400+1194.0% |