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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 | $175,532 | $100,901+74.0% | $75,670+132.0% | $147,585+18.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 0.53% | 35.78%-35.3pp | 27.34%-26.8pp | 578.57%-578.0pp |
| Employer contribution / active EE | $6,250 | $3,253+92.1% | $2,352+165.8% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,444 | $11,285-60.6% | $5,800-23.4% | $10,885-59.2% |