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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 | $168,417 | $107,368+56.9% | $92,915+81.3% | $152,909+10.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.69% | 145.64%-140.0pp | 109.45%-103.8pp | 345.46%-339.8pp |
| Employer contribution / active EE | $6,790 | $4,222+60.8% | $3,653+85.9% | $4,764+42.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,114 | $7,082-56.0% | $5,796-46.3% | $11,601-73.2% |