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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 | $150,412+31.4% | $120,574+63.9% | $145,884+35.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.10% | 154.50%-151.4pp | 107.42%-104.3pp | 551.85%-548.7pp |
| Employer contribution / active EE | $2,847 | $4,355-34.6% | $3,471-18.0% | $4,662-38.9% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $173,401 | $12,224+1318.6% | $9,445+1735.9% | $13,392+1194.8% |