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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 | $86,246 | $150,346-42.6% | $120,524-28.4% | $145,877-40.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.46% | 154.40%-147.9pp | 107.36%-100.9pp | 551.28%-544.8pp |
| Employer contribution / active EE | $10,339 | $4,353+137.5% | $3,469+198.0% | $4,663+121.7% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $540 | $12,215-95.6% | $9,440-94.3% | $13,402-96.0% |