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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 | $140,784 | $102,422+37.5% | $147,117-4.3% | $80,959+73.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.30% | 135.16%-124.9pp | 420.54%-410.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $4,800 | $3,717+29.1% | $4,932-2.7% | $2,757+74.1% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,598 | $7,953-79.9% | $12,993-87.7% | $6,925-76.9% |