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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 | $25,897 | $63,346-59.1% | $92,239-71.9% | $70,124-63.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.42% | 530.19%-520.8pp | 176.29%-166.9pp | 73.14%-63.7pp |
| Employer contribution / active EE | $6,283 | $2,471+154.2% | $3,680+70.8% | $2,342+168.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,351 | $3,841-12.7% | $5,194-35.5% | $4,645-27.9% |