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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 | $150,346-56.4% | $120,524-45.6% | $145,877-55.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.97% | 154.40%-146.4pp | 107.36%-99.4pp | 551.28%-543.3pp |
| Employer contribution / active EE | $3,750 | $4,353-13.9% | $3,469+8.1% | $4,663-19.6% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $657 | $12,215-94.6% | $9,440-93.0% | $13,402-95.1% |