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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 | $211,786 | $72,071+193.9% | $68,368+209.8% | $137,256+54.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 0.47% | 353.14%-352.7pp | 292.57%-292.1pp | 220.34%-219.9pp |
| Employer contribution / active EE | $8,008 | $2,788+187.2% | $2,649+202.3% | $4,156+92.7% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $16,798 | $5,336+214.8% | $5,150+226.2% | $12,270+36.9% |