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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 | $124,035 | $63,861+94.2% | $104,625+18.6% | $79,852+55.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 5.13% | 21.30%-16.2pp | 340.60%-335.5pp | 31.72%-26.6pp |
| Employer contribution / active EE | $8,394 | $1,588+428.5% | $2,681+213.0% | $2,471+239.7% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $952 | $4,185-77.3% | $6,465-85.3% | $5,306-82.1% |