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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 | $217,564 | $63,346+243.5% | $92,240+135.9% | $70,126+210.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.56% | 530.19%-518.6pp | 176.29%-164.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $11,326 | $2,471+358.3% | $3,680+207.8% | $2,343+383.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $108,469 | $3,841+2724.2% | $5,194+1988.3% | $4,645+2234.9% |