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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 | $169,840 | $102,422+65.8% | $147,117+15.4% | $80,959+109.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 2.89% | 135.16%-132.3pp | 420.54%-417.7pp | 35.67%-32.8pp |
| Employer contribution / active EE | $10,564 | $3,717+184.2% | $4,932+114.2% | $2,757+283.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,653 | $7,953+84.2% | $12,993+12.8% | $6,925+111.6% |