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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 | $53,063+288.3% | $124,206+65.9% | $82,637+149.4% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 12.07% | 68.87%-56.8pp | 515.27%-503.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $18,674 | $1,530+1120.3% | $3,540+427.5% | $2,552+631.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,067 | $4,281+88.4% | $5,929+36.1% | $7,339+9.9% |