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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 | $247,357 | $100,938+145.1% | $90,461+173.4% | $158,982+55.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.65% | 1727.20%-1723.6pp | 1294.76%-1291.1pp | 302.99%-299.3pp |
| Employer contribution / active EE | $12,428 | $3,691+236.7% | $3,264+280.8% | $4,763+160.9% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $717 | $6,510-89.0% | $5,617-87.2% | $11,252-93.6% |