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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 | $134,817+41.3% | $123,973+53.6% | $155,188+22.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 4.50% | 515.49%-511.0pp | 388.13%-383.6pp | 148.84%-144.3pp |
| Employer contribution / active EE | $19,338 | $4,425+337.0% | $4,126+368.7% | $4,248+355.2% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $752,528 | $13,245+5581.5% | $11,799+6278.0% | $14,480+5097.1% |