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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 | $220,563 | $28,624+670.6% | $53,647+311.1% | $82,637+166.9% |
| Participation rate | 100.0% | 47.3%+52.7pp | 56.3%+43.7pp | 68.1%+31.9pp |
| Annual return | 13.69% | 664.98%-651.3pp | 358.33%-344.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $17,817 | $637+2698.6% | $962+1752.0% | $2,552+598.1% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $98,523 | $2,022+4773.3% | $2,460+3905.1% | $7,339+1242.5% |