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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 | $130,099 | $105,856+22.9% | $90,161+44.3% | $147,586-11.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.89% | 37.63%-32.7pp | 34.89%-30.0pp | 578.59%-573.7pp |
| Employer contribution / active EE | $17,447 | $4,126+322.8% | $3,318+425.8% | $4,876+257.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,846 | $8,046-77.1% | $5,943-68.9% | $10,886-83.0% |