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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 | $199,877 | $101,778+96.4% | $164,975+21.2% | $80,925+147.0% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.7%+30.6pp |
| Annual return | -0.28% | 16.73%-17.0pp | 70.12%-70.4pp | 35.65%-35.9pp |
| Employer contribution / active EE | $15,237 | $2,954+415.8% | $4,343+250.9% | $2,756+452.8% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $19,591 | $8,221+138.3% | $12,688+54.4% | $6,940+182.3% |