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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 | $151,680 | $58,234+160.5% | $81,783+85.5% | $80,874+87.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 7.51% | 41.70%-34.2pp | 775.05%-767.5pp | 35.62%-28.1pp |
| Employer contribution / active EE | $20,257 | $2,341+765.1% | $2,913+595.5% | $2,756+635.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,481 | $4,982+150.6% | $7,380+69.1% | $6,935+80.0% |