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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 | $239,921 | $85,766+179.7% | $136,298+76.0% | $70,126+242.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 5.12% | 31.46%-26.3pp | 5156.27%-5151.1pp | 73.15%-68.0pp |
| Employer contribution / active EE | $16,503 | $2,966+456.4% | $4,696+251.5% | $2,343+604.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,171 | $5,421+253.7% | $9,244+107.4% | $4,645+312.7% |