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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 | $65,586 | $150,197-56.3% | $120,368-45.5% | $145,959-55.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.97% | 154.26%-146.3pp | 107.26%-99.3pp | 561.95%-554.0pp |
| Employer contribution / active EE | $3,750 | $4,350-13.8% | $3,465+8.2% | $4,661-19.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $657 | $12,216-94.6% | $9,429-93.0% | $13,398-95.1% |