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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 | $198,359 | $49,164+303.5% | $121,169+63.7% | $75,181+163.8% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.38% | 56.03%-44.7pp | 986.71%-975.3pp | 160.69%-149.3pp |
| Employer contribution / active EE | $19,103 | $1,546+1135.4% | $4,168+358.3% | $2,671+615.3% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,246 | $3,942+236.0% | $5,645+134.6% | $5,650+134.5% |