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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 | $102,429+65.8% | $147,096+15.5% | $80,925+109.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 2.89% | 135.02%-132.1pp | 419.75%-416.9pp | 35.65%-32.8pp |
| Employer contribution / active EE | $10,564 | $3,716+184.3% | $4,936+114.0% | $2,756+283.3% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,653 | $7,957+84.1% | $13,005+12.7% | $6,940+111.1% |