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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 | $240,451 | $70,366+241.7% | $66,674+260.6% | $138,895+73.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.28% | 386.41%-375.1pp | 321.24%-310.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $5,600 | $2,765+102.5% | $2,620+113.7% | $4,194+33.5% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $16,561 | $5,262+214.7% | $5,098+224.9% | $12,562+31.8% |