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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 | $160,202 | $103,008+55.5% | $90,304+77.4% | $152,897+4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.86% | 95.22%-88.4pp | 78.13%-71.3pp | 345.43%-338.6pp |
| Employer contribution / active EE | $7,452 | $3,139+137.4% | $2,855+161.0% | $4,764+56.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,971 | $6,175-35.7% | $5,354-25.8% | $11,599-65.8% |