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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 | $224,348 | $107,353+109.0% | $92,903+141.5% | $152,885+46.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.74% | 145.62%-140.9pp | 109.43%-104.7pp | 345.39%-340.6pp |
| Employer contribution / active EE | $27,237 | $4,222+545.2% | $3,653+645.6% | $4,763+471.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,889 | $7,081-2.7% | $5,795+18.9% | $11,598-40.6% |