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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 | $134,996 | $137,414-1.8% | $189,537-28.8% | $85,847+57.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 1.83% | 38.14%-36.3pp | 555.34%-553.5pp | 318.61%-316.8pp |
| Employer contribution / active EE | $10,240 | $4,344+135.7% | $6,161+66.2% | $2,565+299.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,596 | $8,630-58.3% | $12,048-70.2% | $6,261-42.6% |