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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 | $188,415 | $115,810+62.7% | $101,271+86.0% | $158,966+18.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.98% | 56.15%-49.2pp | 46.48%-39.5pp | 302.95%-296.0pp |
| Employer contribution / active EE | $14,669 | $4,175+251.3% | $3,660+300.8% | $4,762+208.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,451 | $7,248+251.1% | $5,948+327.9% | $11,250+126.2% |