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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 | $147,070 | $72,071+104.1% | $68,368+115.1% | $137,256+7.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 5.26% | 353.14%-347.9pp | 292.57%-287.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $8,333 | $2,788+198.9% | $2,649+214.6% | $4,156+100.5% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,246 | $5,336-76.6% | $5,150-75.8% | $12,270-89.8% |