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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 | $184,793 | $125,190+47.6% | $105,624+75.0% | $145,897+26.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 2.05% | 225.22%-223.2pp | 116.20%-114.1pp | 552.29%-550.2pp |
| Employer contribution / active EE | $10,075 | $3,720+170.8% | $3,168+218.1% | $4,663+116.1% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,007 | $17,138-41.6% | $10,961-8.7% | $13,390-25.3% |