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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 | $175,469 | $95,415+83.9% | $185,851-5.6% | $85,851+104.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 4.05% | 23.59%-19.5pp | 122.11%-118.1pp | 318.63%-314.6pp |
| Employer contribution / active EE | $6,785 | $3,314+104.7% | $5,168+31.3% | $2,565+164.5% |
| Participant deferral / active EE | $5,268 | $3,424+53.9% | $5,569-5.4% | $3,952+33.3% |
| Admin fee / account holder | $90,436 | $7,215+1153.5% | $16,245+456.7% | $6,261+1344.5% |