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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 | $92,142 | $102,422-10.0% | $147,117-37.4% | $80,959+13.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.79% | 135.16%-124.4pp | 420.54%-409.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $6,755 | $3,717+81.7% | $4,932+36.9% | $2,757+145.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,981 | $7,953-75.1% | $12,993-84.8% | $6,925-71.4% |