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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 | $106,650 | $56,110+90.1% | $94,993+12.3% | $70,126+52.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 5.13% | 51.02%-45.9pp | 27.14%-22.0pp | 73.15%-68.0pp |
| Employer contribution / active EE | $7,895 | $1,442+447.4% | $2,603+203.2% | $2,343+237.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $595 | $3,456-82.8% | $4,960-88.0% | $4,645-87.2% |