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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 | $100,232 | $89,370+12.2% | $141,197-29.0% | $72,976+37.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.31% | 111.88%-94.6pp | 71.41%-54.1pp | 81.02%-63.7pp |
| Employer contribution / active EE | $7,403 | $3,115+137.7% | $4,736+56.3% | $2,440+203.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $404 | $5,957-93.2% | $10,265-96.1% | $5,124-92.1% |