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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 | $190,430 | $111,535+70.7% | $105,223+81.0% | $137,256+38.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.50% | 237.85%-233.4pp | 180.65%-176.2pp | 220.34%-215.8pp |
| Employer contribution / active EE | $19,338 | $3,939+390.9% | $3,689+424.3% | $4,156+365.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $752,528 | $9,721+7640.9% | $8,859+8394.7% | $12,270+6033.0% |