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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 | $129,000 | $68,586+88.1% | $120,380+7.2% | $80,911+59.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 7.56% | 23.62%-16.1pp | 107.28%-99.7pp | 35.63%-28.1pp |
| Employer contribution / active EE | $12,195 | $2,053+494.2% | $3,465+252.0% | $2,756+342.5% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,363 | $5,733-58.8% | $9,421-74.9% | $6,935-65.9% |