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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 | $58,275+160.3% | $81,844+85.3% | $80,935+87.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 7.51% | 41.82%-34.3pp | 778.87%-771.4pp | 35.66%-28.1pp |
| Employer contribution / active EE | $20,257 | $2,346+763.5% | $2,916+594.6% | $2,757+634.8% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,481 | $4,749+162.8% | $7,355+69.7% | $6,924+80.3% |