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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 | $138,907 | $167,030-16.8% | $135,768+2.3% | $155,188-10.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 4.26% | 678.39%-674.1pp | 526.10%-521.8pp | 148.84%-144.6pp |
| Employer contribution / active EE | $6,250 | $4,132+51.2% | $3,394+84.2% | $4,248+47.1% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $320 | $8,172-96.1% | $7,048-95.5% | $14,480-97.8% |