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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 | $198,856 | $65,364+204.2% | $92,909+114.0% | $72,975+172.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 1.78% | 42.11%-40.3pp | 109.44%-107.7pp | 81.01%-79.2pp |
| Employer contribution / active EE | $15,131 | $2,594+483.2% | $3,653+314.2% | $2,440+520.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,073 | $4,251-51.2% | $5,795-64.2% | $5,124-59.6% |