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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 | $143,351 | $85,171+68.3% | $172,753-17.0% | $72,976+96.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.88% | 27.32%-23.4pp | 803.00%-799.1pp | 81.02%-77.1pp |
| Employer contribution / active EE | $7,827 | $3,324+135.5% | $5,144+52.2% | $2,440+220.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,102 | $5,880-47.3% | $13,956-77.8% | $5,124-39.5% |