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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 | $150,721 | $175,231-14.0% | $149,696+0.7% | $139,466+8.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.62% | 166.77%-159.1pp | 134.46%-126.8pp | 373.66%-366.0pp |
| Employer contribution / active EE | $11,390 | $5,478+107.9% | $4,821+136.3% | $4,754+139.6% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,325 | $16,155-54.7% | $13,212-44.6% | $11,409-35.8% |