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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 | $116,607 | $102,422+13.8% | $147,117-20.7% | $80,959+44.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 5.61% | 135.16%-129.5pp | 420.54%-414.9pp | 35.67%-30.1pp |
| Employer contribution / active EE | $1,171 | $3,717-68.5% | $4,932-76.3% | $2,757-57.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $610 | $7,953-92.3% | $12,993-95.3% | $6,925-91.2% |