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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 | $102,382+13.9% | $147,005-20.7% | $80,874+44.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 5.61% | 134.89%-129.3pp | 418.76%-413.2pp | 35.62%-30.0pp |
| Employer contribution / active EE | $1,171 | $3,715-68.5% | $4,934-76.3% | $2,756-57.5% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $610 | $7,942-92.3% | $13,006-95.3% | $6,935-91.2% |