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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 | $162,675 | $109,327+48.8% | $89,391+82.0% | $158,931+2.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.24% | 345.68%-345.4pp | 245.62%-245.4pp | 302.86%-302.6pp |
| Employer contribution / active EE | $9,422 | $3,170+197.3% | $2,586+264.4% | $4,761+97.9% |
| Participant deferral / active EE | $6,670 | $4,598+45.0% | $3,890+71.5% | $5,982+11.5% |
| Admin fee / account holder | $10,214 | $6,153+66.0% | $4,881+109.2% | $11,247-9.2% |