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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 | $138,843 | $78,707+76.4% | $117,861+17.8% | $70,126+98.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 4.88% | 23.30%-18.4pp | 335.11%-330.2pp | 73.15%-68.3pp |
| Employer contribution / active EE | $14,658 | $2,223+559.2% | $3,786+287.1% | $2,343+525.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,809 | $5,066+73.9% | $8,021+9.8% | $4,645+89.6% |