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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 | $220,221 | $109,908+100.4% | $97,161+126.7% | $145,978+50.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.51% | 243.80%-236.3pp | 75.36%-67.9pp | 550.52%-543.0pp |
| Employer contribution / active EE | $5,000 | $3,077+62.5% | $2,723+83.6% | $4,662+7.3% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $412 | $6,213-93.4% | $5,647-92.7% | $13,400-96.9% |