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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 | $187,479 | $70,366+166.4% | $66,674+181.2% | $138,895+35.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 8.94% | 386.41%-377.5pp | 321.24%-312.3pp | 145.39%-136.5pp |
| Employer contribution / active EE | $9,610 | $2,765+247.5% | $2,620+266.8% | $4,194+129.1% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $51,319 | $5,262+875.2% | $5,098+906.6% | $12,562+308.5% |