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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 | $190,834 | $88,710+115.1% | $81,783+133.3% | $145,959+30.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.34% | 1027.26%-1023.9pp | 775.05%-771.7pp | 561.95%-558.6pp |
| Employer contribution / active EE | $15,000 | $3,083+386.5% | $2,913+415.0% | $4,661+221.8% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,000 | $8,407-40.5% | $7,380-32.2% | $13,398-62.7% |