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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 | $153,419 | $68,398+124.3% | $94,664+62.1% | $75,173+104.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 5.55% | 616.72%-611.2pp | 156.84%-151.3pp | 160.72%-155.2pp |
| Employer contribution / active EE | $5,556 | $2,701+105.7% | $3,673+51.3% | $2,671+108.0% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $13,281 | $5,324+149.5% | $7,222+83.9% | $5,651+135.0% |