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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 | $126,519+46.1% | $106,201+74.0% | $145,959+26.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 2.05% | 225.10%-223.0pp | 116.26%-114.2pp | 561.95%-559.9pp |
| Employer contribution / active EE | $10,075 | $3,726+170.4% | $3,170+217.9% | $4,661+116.2% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,007 | $17,312-42.2% | $11,039-9.4% | $13,398-25.3% |