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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 | $109,577 | $68,412+60.2% | $94,679+15.7% | $75,181+45.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 2.14% | 616.91%-614.8pp | 156.75%-154.6pp | 160.69%-158.5pp |
| Employer contribution / active EE | $14,488 | $2,701+436.4% | $3,673+294.5% | $2,671+442.5% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,079 | $5,326-61.0% | $7,233-71.3% | $5,650-63.2% |