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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 | $185,248 | $106,003+74.8% | $92,236+100.8% | $147,585+25.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.32% | 50.05%-43.7pp | 176.29%-170.0pp | 578.57%-572.3pp |
| Employer contribution / active EE | $18,276 | $4,333+321.8% | $3,679+396.7% | $4,876+274.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $49,920 | $6,333+688.3% | $5,194+861.1% | $10,885+358.6% |