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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 | $231,559 | $77,449+199.0% | $69,483+233.3% | $152,909+51.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.08% | 39.09%-35.0pp | 28.99%-24.9pp | 345.46%-341.4pp |
| Employer contribution / active EE | $13,059 | $3,316+293.8% | $2,780+369.8% | $4,764+174.1% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $852 | $6,210-86.3% | $3,841-77.8% | $11,601-92.7% |