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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 | $206,057 | $52,353+293.6% | $120,225+71.4% | $82,448+149.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.07% | 61.85%-49.8pp | 439.23%-427.2pp | 41.64%-29.6pp |
| Employer contribution / active EE | $18,674 | $1,510+1136.6% | $3,475+437.3% | $2,551+632.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,067 | $4,363+84.9% | $5,696+41.6% | $7,234+11.5% |