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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 | $188,692 | $115,796+63.0% | $101,264+86.3% | $158,950+18.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.35% | 56.15%-51.8pp | 46.48%-42.1pp | 302.91%-298.6pp |
| Employer contribution / active EE | $29,918 | $4,175+616.6% | $3,660+717.5% | $4,762+528.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $92,273 | $7,247+1173.2% | $5,947+1451.6% | $11,248+720.3% |