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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 | $242,536 | $107,368+125.9% | $92,915+161.0% | $152,909+58.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.48% | 145.64%-143.2pp | 109.45%-107.0pp | 345.46%-343.0pp |
| Employer contribution / active EE | $6,293 | $4,222+49.0% | $3,653+72.3% | $4,764+32.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $117,388 | $7,082+1557.5% | $5,796+1925.5% | $11,601+911.9% |