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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 | $129,783 | $72,071+80.1% | $68,368+89.8% | $137,256-5.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 6.22% | 353.14%-346.9pp | 292.57%-286.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $4,213 | $2,788+51.1% | $2,649+59.0% | $4,156+1.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,500 | $5,336+40.6% | $5,150+45.6% | $12,270-38.9% |