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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 | $90,242 | $61,125+47.6% | $94,057-4.1% | $87,485+3.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 6.45% | 35.20%-28.7pp | 480.62%-474.2pp | 26.06%-19.6pp |
| Employer contribution / active EE | $5,706 | $2,136+167.1% | $2,933+94.5% | $2,596+119.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $25,465 | $5,629+352.4% | $7,244+251.5% | $7,775+227.5% |