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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 | $62,134 | $107,368-42.1% | $92,915-33.1% | $152,909-59.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.83% | 145.64%-133.8pp | 109.45%-97.6pp | 345.46%-333.6pp |
| Employer contribution / active EE | $13,513 | $4,222+220.0% | $3,653+269.9% | $4,764+183.6% |
| Participant deferral / active EE | $8,333 | $4,848+71.9% | $4,238+96.6% | $5,851+42.4% |
| Admin fee / account holder | $405 | $7,082-94.3% | $5,796-93.0% | $11,601-96.5% |