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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 | $152,649 | $102,385+49.1% | $147,080+3.8% | $80,935+88.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 2.95% | 135.09%-132.1pp | 420.17%-417.2pp | 35.66%-32.7pp |
| Employer contribution / active EE | $7,755 | $3,717+108.7% | $4,933+57.2% | $2,757+181.3% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,350 | $7,951-83.0% | $12,989-89.6% | $6,924-80.5% |